November 12, 2015
FOR IMMEDIATE RELEASE
EUGENE, Ore. – Eugene-based Roehl & Yi Investment Advisors is one of only six asset management firms in the United States to be honored with a 2015 “Focus Elite” Award. The annual awards are presented by Focus Consulting Group in Chicago in recognition of consistent, company-wide achievement and leadership in the asset management industry, including effective decision making, core values, the ability to attract top talent, and employee loyalty. A total of eight firms were selected for this year’s award, including one from Canada and one from the Netherlands.
Roehl & Yi Investment Advisors is an independent wealth management firms serving clients in Oregon, California and Washington with a wide range of tailored financial services, including personal wealth management, pooled or participant-directed retirement plans, and investment management for foundations or endowments.
Company principal and co-founder Tom Roehl is a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of experience in strategic financial planning and investment management. Jayman Yi joined the firm in 2007, after working as an equity analyst for a Korean investment bank and as a financial consultant for Smith Barney.
“The Focus Elite Award is a tribute to the collective expertise and personal dedication that our entire team brings to serving each of our clients,” Roehl said.
The “Focus Elite” Awards list is constructed based on data gathered from surveys and interviews with hundreds of asset management firms. In choosing winners of the “Focus Elite” Awards, Focus Consulting Group considered the following criteria: cohesive cultures as measured by alignment around a clear set of behaviors and values, very high loyalty and engagement, effective decision making strong execution, and very low “sludge” (dysfunctional behavior, like “blame”) in their environments. For more information regarding the “Focus Elite” Awards please contact LSeveryns@focusCgroup.com. Neither the asset management firms nor their employees pay a fee to the Focus Consulting Group in exchange for selection for the “Focus Elite” Awards. Working with a recipient of the “Focus Elite” Award is not a guarantee of investment success.