• Kehoe Investment Services

    We specialize in retirement planning and pride ourselves on exceptional customer service

    Learn More
  • We love What We Do

    We offer every new client a comprehensive wealth management plan at the front end of our client relationship

    Learn More
  • Get Financial Peace Of Mind

    We strive to provide financial clarity and maximize the likelihood of financial serenity later in life

    Learn More




Welcome To Kehoe Investments


Kehoe Investment Services, Inc. (KIS) is a wealth management firm located in Gresham, Oregon. The firm is an independent Registered Investment Advisor. We specialize in retirement planning and pride ourselves on customer service.


Planning is an integral component of our client relationship. We recommend and provide a plan for all individual clients. The company's investment management services are delivered on a discretionary basis and portfolio asset allocations are made consistent with extensive research by Nobel Prize winning economists. History shows that markets work and success has more to do with investor behavior than the returns provided by markets. Client relationships persist based on trust created by a reliable and superior level of service.


Kehoe Investment Services, Inc. is a Registered Investment Advisor licensed in Oregon. Prior to conducting business in any other jurisdiction, the firm will ensure that all licensing requirements or exemptions from licensing are met.

Our Services


We offer every new client a comprehensive a wealth management plan at the front end of our client relationship. The plan provides the client financial clarity. A wealth plan provides our firm an understanding of what the client wishes to achieve and how they view the risk related to achieving their financial goals.


Traditionally, there are five major areas addressed by planners. Those areas are:

Retirement Planning

Do you have resources for 30 years of retirement?

Estate Planning

Death is an example of an area of planning that most individuals would just as soon not think about. It is WHEN you die, not IF. Is everything going to who you want, when you want, at the least cost possible?

Insurance

How much do you spend to lower risk? Will your family be taken care of if you die today?

Tax Management

Are you doing the right things to legally minimize taxes?

Portfolio Management

Do you understand diversification and asset allocation? Individuals not working with a professional often dramatically under perform well managed accounts.

We Work For You

You can count on us to always have your best interests at heart! Contact us to get more information or to speak with one of us.

Among the things you cannot control in life are lurches in economic conditions around the world and the way equity markets react to various economic occurrences. However, planning is necessary in order to assure that you do control those elements of your financial life that indeed can be controlled. Remember, "If you fail to plan you are planning to fail."

Meet The Kehoe Team


Our Mission: To provide financial clarity and maximize the likelihood of financial serenity later in life. Planning and investment management strategies utilized are based on "what is true". Solutions are straight forward and are presented in a manner that is understandable to the client.

Kehoe Investment News

Investment News You Can Use

Below are the latest newsletters we send to our clients. Please feel free to read and contact us with any questions.

  3-31-2014 Newsletter.pdf

  9-30-2013 Newsletter.pdf

  6-30-2013 Newsletter.pdf

  3-31-2013 Newsletter.pdf

  12-31-2012 Newsletter.pdf

Get in touch!

Our Commitment is to Customer Service

Contact info

Kehoe Investment Services, Inc.
55 NW 11 Street
Gresham, Oregon 97030

Useful Seo Icons

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolorei

You can view the project here