North Forty Two & Co.

North Forty Two & Co. North Forty Two & Co. Offices in Lake Oswego and Bend. has been a trusted fiduciary to a select number of families and individuals since 1998.

is an SEC-registered RIA providing comprehensive fiduciary services - centered around investment management and financial planning - to a select number of multi-generational families. Founded by Chief Investment Officer William Ross, the firm strives to produce risk-adjusted investment results net of taxes and fees while providing practical, tailored, actionable financial planning guidance. Our cl

ients, who hail from both the Pacific Northwest and New England (hence our name, a reference to the parallel which tethers the two regions), tend to be successful executives and entrepreneurs who share a certain intellectual curiosity. We aspire to be the most transparent, ethical firm in the financial services industry and are bound, as we have been for two decades, to keep our clients' interest first and foremost in a special relationship of trust and confidence. North Forty Two is registered with the SEC.

Proud to support a wonderful and very talented group of strong, intelligent young women.
04/18/2026

Proud to support a wonderful and very talented group of strong, intelligent young women.

"Growing and Protecting Wealth Against a Volatile Policy Backdrop"Read our insights on a complex environment for capital...
01/26/2026

"Growing and Protecting Wealth Against a Volatile Policy Backdrop"

Read our insights on a complex environment for capital investment, both globally and domestically.

North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for nearly two decades. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than...

Happy New Year from our principals and the team at North Forty Two!
01/02/2026

Happy New Year from our principals and the team at North Forty Two!

Happy Thanksgiving from the team at North Forty Two!
11/27/2025

Happy Thanksgiving from the team at North Forty Two!

Advised clients are less financially stressed.According to the survey, advised clients enjoy emotional and time-related ...
09/23/2025

Advised clients are less financially stressed.

According to the survey, advised clients enjoy emotional and time-related benefits compared to managing their portfolios independently.

• Greater peace of mind. Whether they work with a human financial advisor or a digital-only advisor, 86% of advised investors report having more peace of mind related to their finances as a result of advice.

• Fewer negative and more positive emotions. Advised investors experience a wide range of emotional benefits. More than 60% of human-advised investors feel less anxiety, worry, sadness, and disappointment when it comes to managing their finances. Instead, they feel more confident, satisfied, secure, and proud.

• Time back for what matters. Three out of four advised investors reported saving time, with the median time saved of two hours per week (over 100 hours annually), enabling them to spend more time on meaningful activities like leisure, time with family, and exercise.

Investors who receive personalized financial advice unlock meaningful benefits that go beyond portfolio performance, according to Vanguard’s new Emotional & Time Value of Advice survey. In fact, advised investors report gaining greater peace of mind and saving time compared to managing their own p...

Enjoy our 2025 Mid-Year Update, our perspective on managing capital prudently through shifting geopolitical and legislat...
07/23/2025

Enjoy our 2025 Mid-Year Update, our perspective on managing capital prudently through shifting geopolitical and legislative sands.

North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for nearly two decades. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than...

On this day, we at North Forty Two remember the brave men and women that made the ultimate sacrifice for our country. We...
05/26/2025

On this day, we at North Forty Two remember the brave men and women that made the ultimate sacrifice for our country. We are thankful for those who served and that are serving in the United States military.

Our semi-annual perspective on investment markets, including some timely and sober thoughts on tariffs, deficits, and th...
02/04/2025

Our semi-annual perspective on investment markets, including some timely and sober thoughts on tariffs, deficits, and the national debt:

North Forty Two is a fee-only investment advisory boutique that has served as a trusted fiduciary to a select number of high-net-worth households for nearly two decades. We construct tailored investment solutions and provide practical financial planning guidance and business coaching to no more than...

01/04/2025

Address

525 3rd Avenue, Suite 200
Lake Oswego, OR
97034

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15034172970

Alerts

Be the first to know and let us send you an email when North Forty Two & Co. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share