Range Financial Group

Range Financial Group operates with trust powers that require a bank or trust company charter, distinguishing it from a registered investment advisor. This enables the firm to serve as a corporate trustee, administer estates, and manage guardianships — fiduciary functions beyond the scope of most advisory practices. The firm's services are tied to an affiliated chartered bank, adding both regulatory oversight and FDIC-insured deposit capabilities.

The firm focuses on individuals and families in the Pacific Northwest, particularly retirees, business owners, and multi-generational households with trust and estate planning needs. Its presence in Tigard, a Portland suburb, positions it to serve clients in Oregon and southwest Washington who value a local trustee relationship.

Yes, the firm constructs personalized investment portfolios using individual securities, mutual funds, and fixed-income instruments, managed by in-house professionals. The exact asset allocation process is tailored to client objectives and coordinated with trust administration requirements when applicable.

Range Financial Group's trust charter allows it to serve as a successor or co-trustee, stepping into fiduciary roles when individual trustees can no longer serve. This corporate trustee function provides continuity across generations, with the firm assuming legal responsibility for investment management, distributions, and tax reporting under the governing trust document.

The trust and advisory functions operate under the umbrella of a bank-affiliated structure, meaning they share a common legal entity but are subject to distinct fiduciary standards and regulatory examinations. Trust accounts are managed under state trust law and banking regulations, while advisory accounts follow the Investment Advisers Act of 1940, creating a dual compliance framework.