Timberline Investment Management Profile Picture
  • Education University or Portland; Washington State University
  • Qualifications MBA, BA, CFA
  • Investment Experience Over 25 years
  • Founded 2005
  • Company Name Timberline Investment Management
  • Number of Employees 1
  • Website
  • 31031 SW Riverlane Rd.
  • West Linn
  • Oregon
  • United States
  • 97068
  • Company website with additional …
Manager Disclosure Document

Timberline Investment Management

Investment Adviser

Investment portfolio

Timberline Investment Management Dividend and Growth

See full details
  • Strategy
    Long-Only Equity
Sharpe ratio
1.54

365 days

Manager performance
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16.1%

365 days

Risk score

1% fee
$10,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.