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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas deltaOptima +more
- Established Date
- 01-28-2009
- Office Locations
- 1
Office Locations
About Financial Investment Team ("FIT")
Financial Investment Team (FIT) is a Portland, OR advisory firm providing direct asset management alongside comprehensive financial planning. The team integrates tax preparation for investment clients and supports Medicare/healthcare decisions, with ongoing goal-based monitoring. Primarily serves retail households such as retirees and business owners, using allocation-driven portfolio construction (e.g., mutual funds/annuities) and custody via Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
DIANA LJ HARRISON
Chief Compliance Officer, President
- CRD
- #4333412
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Christine Lam Garcia
--
- CRD
- #6125516
Rachel Gustafson
Investment Advisor Representative
- CRD
- #6323899
Insight focus
Legacy summit crest
- CRD
- #10783
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,144,352 | $240,396 |
| Non-Discretionary | $0 | -- |
| Total | $209,144,352 | $240,396 |
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Separately Managed Accounts
Total SMA Asset: $209,144,352
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,212,920,942 | 27.5% |
| U.S. Government/Agency | $939,462,403 | 21.3% |
| Public Funds | $401,366,566 | 9.1% |
| Cash | $1,062,959,808 | 24.1% |
| Corporate - Investment Grade | $229,352,324 | 5.2% |
| Municipal Bonds | $564,559,566 | 12.8% |
| Total | $4,410,621,609 | 100.0% |