Roehl & Yi Honored with 2014 Focus Elite Award

Click to download news release as pdf.

Click to download news release as pdf.

February 12, 2015

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 2014 “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 nine firms were selected for this year’s award, including two from Canada and one from the Netherlands.

Roehl & Yi Investment Advisors is an independent wealth management firm 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 foundation or endowment creation.

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. To be given the Focus Elite Award, a firm must have a high degree of employee satisfaction. Employees must have a strong sense of loyalty to the firm, must feel that the firm is able to attract top talent, and must agree that the firm has effective decision-making strategies.

The rating is not indicative of Roehl & Yi Investment Advisors’ future performance. Roehl & Yi did not pay a fee to participate in the survey.

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