Koenig Investment Advisory is an independent investment advisory firm dedicated to providing investment advice to private investors, trusts, and small businesses.

Koenig Investment Advisory LLC (KIA) has been providing money management services for 20 years and belongs to a class of financial services firms known as Registered Investment Advisors. As a Registered Investment Advisor, KIA is licensed and regulated by the Securities and Exchange Commission (SEC) and has offices in Washington and Oregon.

Unlike a stock broker we have no proprietary products to sell. As an investment advisor, we have a fiduciary duty to operate with our clients best interests in mind. As such, KIA provides complete disclosure of all fees, operates without conflict of interest, and if so authorized, uses our discretion in selecting and acquiring client investments. Over eighty-five percent of our clients work with us on this basis.

We understand that each client has unique needs and we provide personalized solutions based on your goals, objectives and concerns. We believe long term relationships with clients are achieved by anticipating client needs and exceeding client expectations. We believe our performance excellence and reputation depend on professional integrity and ethical acts. KIA is committed to being your financial partner for years to come.

Our company values include investing our own assets in the same stocks and funds as the portfolios we manage. We also contribute a portion of our earnings each year to non-profit organizations, including the Nature Conservancy.