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Whether you’re new to investing and portfolio management, or you’ve been managing your own assets for years, our team is dedicated to simplifying your financial life. We have a seasoned portfolio management team that utilizes today’s technology to ensure that your portfolio is always ahead of the game and reflective of market changes. What’s more, we give you access to detailed information about every aspect of your financial ventures through our online client portal. It’s simple, user-friendly, and will always give the latest information on your portfolio.

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Not FDIC insured * No Bank Guarantee * May Lose Value. Investing in securities involves risk, and there is always the potential of losing money when you invest. Before investing, consider your investment objectives and Exceptional Portfolio’s fees and expenses. Past performance does not guarantee future results. See full disclosures for more information. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CWC Advisors, LLC is not registered.

(503) 746-4744

5800 Meadows Road, Suite 230
Lake Oswego, OR 97035

EXCEPTIONAL PORTFOLIO PROVIDES INVESTMENT ADVISORY SERVICES THROUGH ITS AFFILIATION WITH CWC ADVISORS, LLC, A SEC REGISTERED INVESTMENT ADVISOR

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