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Welcome to Trafalgar Capital Management, an independent financial planning and investment advisor firm located in Portland, Oregon. 

It is our mission to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. 

At Trafalgar Capital Management, we believe an effective financial advisor relationship is built on a commitment to personal attention. Whether you’re planning for your retirement or you are considering wealth management services, Trafalgar Capital Management will build a comprehensive investment and financial plan that makes the most sense for you and your family.  

One of our most important roles is to assist our clients in determining a suitable and appropriate asset allocation strategy by considering investment time horizon, risk tolerance, objectives and cash flow needs.  

We specialize in planning for your future which means we invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations.

Contact us today at 503-546-8092 to schedule a complimentary consultation meeting to discuss your investment and financial planning needs.


5901 SW Macadam Ave, Suite 135
Portland, Oregon 97239
503-546-8092

 

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are securities licensed in Oregon, and Washington; We are investment advisory licensed in Oregon, and Washington.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment adviser, BD agent or IA rep, a consumer should contact his or her stated securities law administrator.
©2010 Trafalgar Capital Management. All rights reserved.
Securities and advisory services offered through KMS Financial Services, Inc.