Welcome To Threshold Group

We’re a family-owned wealth management firm dedicated exclusively to serving private families and family foundations. We offer integrated investment, financial, legacy and administrative services – all aimed at helping our clients achieve their mission and a personalized vision of what matters most in their lives.
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Investment Insights: 
Clues to the True State of the Economy and Markets
By Ron Albahary CFA, Chief Investment Officer
Proposed EPA Climate Strategy Underscores Divest-Invest Philanthropy  
By Brad Harrison, Mission Related Investment Analyst
The Silent Superheroes: Women drive GDP growth and defeat deflation!
By Ron Albahary CFA, Chief Investment Officer

What Are Investors "Yellen" About?
By Ron Albahary CFA, Chief Investment Officer

Financial Insights: 
A Contrarian View: All in the Family? Maybe...
By Ed Lazar, President
The Socratic Way to Manage Family Wealth
By Lauren P. Long CFP® Director, Wealth Advisory
Early Money Memories Hold Life Lessons 
By Kate Donnelly CFP® - Wealth Advisor, Director of Community Square
Community Square:
Shared Learning: Igniting the Full Potential of Your Family in Philanthropy 
By Kate Donnelly CFP® - Wealth Advisor, Director of Community Square
Student Outreach: Finding Meaning Behind The Numbers
By Lauren Long CFP® - Director, Wealth Advisory
A Community Square Dialogue with Vicente Fox, Former President of Mexico
By Kristen Bauer - CPA, PFS, Senior Managing Director Western Region, Executive Director of Community Square
News Release:
Meyer Memorial Trust Partners with Threshold Group to Support Invest Oregon Program
Year Up Executive Director Lisa Chin Joins Threshold Board of Directors



©2014 Threshold Group is a Registered Investment Advisor.
The information provided herein is for information purposes only and does not constitute financial, investment, tax or legal advice. Any information herein prepared by or reflecting the opinion of any third party sources will be cited as such, and these sources have been deemed to be reliable. However, Threshold Group does not warrant the accuracy of this information. Threshold Group and any such third parties listed, referenced or otherwise appearing in this document are separate and unaffiliated and are not responsible for each other's products, services or policies. Any links to third-party websites contained herein are provided for convenience only. Threshold Group is not responsible for the content or accuracy of the information set forth in any such third-party websites.

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