Products & Services

Umpqua Investments - Products & Services

Through Steward Partners Investment Solutions (formerly Umpqua Investments') our Wealth Managers create financial programs around their client's needs.

As an independent company, we're not bound to in-house products, families of funds or a single investment approach.

This allows us to create an innovative, personalized plan for each client — a plan that addresses your specific needs and goals without bias or limitations.