Our Firm
Grange Capital was founded in 2004 as an independent Registered Investment Advisor (RIA) that specializes in working with successful professionals, physicians, business owners, entrepreneurs, families and individuals to help them exceed their financial and life goals. We partner with you to provide specialized wealth and risk management advice, as well as retirement, estate and legacy planning all offered with concierge-style service.
By design Grange is a smaller firm offering extensive capabilities through our wide-ranging experience and vast network of expert professionals built over the years. We know our clients and their families intimately and collaborate with them to deliver uniquely tailored financial solutions. Grange employs a disciplined, process-driven approach in everything that we do.
A smaller firm with extensive capabilities and expertise!
Our Philosophy
As a fiduciary, Grange Capital has an ethical and legal obligation to always put our clients first! As such, we work diligently to eliminate the typical conflicts of interest found in the financial industry. Grange is a fee-only advisor based exclusively on the assets we are managing. We receive no commissions, referral fees or compensation of any kind from third parties. This enables us to offer objective and unbiased investment advice.
Grange is structured so that our goals are directly aligned with our clients’ desire to grow their assets. We have complete confidence in our investment strategies. In fact, it should be comforting to know that, as your advisors, we personally own almost all of the investments that we recommend to clients.
We strive to minimize client costs wherever possible and believe that clients benefit from avoiding the unnecessary complexity often found in our industry. In the spirit of full transparency, Grange provides detailed performance reporting on a quarterly basis. This is not just a statement, but rather an easy to understand view of all of your investments along with your true performance after all fees have been deducted.
Who's looking out for your best interest?
The Grange Name
The Grange Capital name grew from a love of wines and winemaking excellence. We were inspired by the Penfolds winery in Australia which produces a boutique Shiraz called Grange. Due to its incredible craftsmanship, Penfolds Grange has been known as Australia’s finest wine since its introduction in the 1950’s.
Year after year, regardless of the temperature, irrigation patterns, blend of grapes from different locations or unforeseen variables that might cause many to proclaim it a poor wine year, Penfolds’ exceptional vineyard management and superior winemaking skills have enabled them to produce Penfolds Grange to outstanding critical acclaim. It’s the expertise of the winemaker that leads to the consistent and recognizable Penfold Grange style that wine collectors world wide appreciate and value.
Likewise, the goal at Grange Capital is to provide an exceptional investment experience for each of our clients regardless of what may be occurring in the economy, politics, and the financial markets or despite any unforeseen events that may arise. By applying that same level of attention, having a sound strategy and constantly looking for opportunities, we believe that our clients will benefit significantly over time from Grange Capital’s diligent efforts.
Are you ready for an exceptional investment experience?
The Team
The Grange Team works closely together to provide an exceptional level of expertise and service to you. We’re here to truly listen, provide customized solutions, transparency, solve complex problems and ultimately enable our clients to lead the most fulfilling lives as possible.
We are available both during and after normal business hours. The Grange Team is totally dedicated to our work and to our clients.
It's our privilege to support you!
About Brent
Personal: Brent is an adventurer and purveyor of life in his leisure time! His “can do” attitude and zest for life have taken him to different parts of the world, doing what he loves; skiing, fly fishing, golf and travel! Brent has an affection for fine wines, with Penfolds Grange being his favorite (see The Grange Name story above)! He enjoys all this with his wife Wendy, and four (yes 4!) daughters Ellie, Lucie, Madeline and Bailey.
Professional: Brent founded Grange Capital in 2004 and has over 3 decades of experience in the financial industry. He graduated with a BSBA and spent a number of years in the Public Accounting arena. He is responsible for much of the innovation behind the firms’ investment strategy and client experience. Brent enjoys taking complex problems and simplifying them, so that people can easily understand them, and not feel intimidated. His passion is to take care of people and help them realize the lifestyle they want to live. Brent is available, he’s present, and takes his clients, who become his friends, through the 3 financial stages of life. He is proud of the reputation Grange Capital has earned since its establishment in 2004.
His background includes Senior Vice President (SVP) at Merrill Lynch, where Brent is proud to have served high net worth clients, non-profits and businesses. He also provided mentoring and training to new financial advisors. Outside of his professional duties, Brent works as an advocate for those diagnosed with a rare form of cancer, Mesothelioma. He is also a former board member of Pacific Heart, Lung and Blood Institute in Los Angeles.
About Bob
Personal: Bob and his wife, Lea, have two teenagers; a son named Sutton & daughter named Sloane. He and Lea met back in high school in the Washington, DC area. They’ve lived in Ladd’s Addition neighborhood of SE Portland since 1999. Bob loves spending time with his family and traveling whenever possible. He has a passion for exploring the restaurant scene in Portland and is on a never-ending quest to find the best pizza and the best BBQ ribs in town (yes, he has very strong opinions about these important matters).
In the Winter and Spring, Bob is skiing most weekends up at Mt. Hood Meadows and is totally open to conducting client meetings on the chair rides up the mountain! During Summer and Fall he enjoys getting out on the golf course and hacking it up with friends (pointers openly accepted).
Professional: Bob is a Partner at Grange Capital and serves as an Investment Advisor and Chief Compliance Officer (COO). His professional experience spans back to the early 1990’s and combines focuses in Investing, Finance, Business Management and Marketing. Bob is passionate about the science and art of investing. The most rewarding part of our business for him is “creating meaningful, long-term partnerships with clients and helping them to feel confident about their financial futures”.
Bob holds a Masters Degree in Security Analysis and Portfolio Management based primarily on the Chartered Financial Analyst (CFA®) Candidate Body of Knowledge. He also has a degree in Business with a minor in Economics. Bob has completed advanced studies in Accounting and is a member of the Financial Planning Association (FPA®) for investment professionals.
For a number of years Bob served as a member of the Board of Trustees and the Finance Committee for the French American International School (FAIS) in Northwest Portland and was heavily involved with the future growth plans of the school from both a governance and financial perspective.
About Mitch
Personal: Mitch spent much of his childhood up through high school on the baseball mound as a left-handed pitcher. His hard work and dedication enabled him to continue his love of baseball at the collegiate level while attending Concordia University in Portland. It was there he met his now wife, Mikal.
Mitch and Mikal were married on New Year’s Eve 2017. They welcomed their daughter, Marley, in July of 2020. As a family they love to travel and spend time on their boat when the sun comes out for a few months each Summer. Outside of family time you will find Mitch on the golf course or on the mountain looking for fresh powder.
Professional: Mitch grew up within his family business in Bellingham, Washington – Ludtke Pacific Trucking. Established in 1946, multiple generations of Ludtke’s have overseen the growth from a single logging truck to the international carrier it is today. Much of his childhood and teen years were spent at the company. The lessons of hard work, integrity, and perseverance imparted upon him in those hallways are core in his values today.
After college, Mitch spent some time exploring his creative side as a film producer at a local advertising agency, where he quickly realized that his true passion was in the field of finance and helping others. Mitch then spent over 5 years working his way up the corporate ladder in various finance roles at Fidelity Investments, all the while honing his investing, planning, and consulting skills. He excels at building close relationships with the individuals and families he works with and derives great satisfaction in helping them to exceed their financial goals and dreams.
About John
Personal: John grew up in a big family outside of NYC. While building a proven three-decade career in the consumer products industry, the Grahams lived in a variety of countries and cities around the globe. His wife Amy and kids; Rachel, Jack and Emma shared the journey and consider themselves engaged members of a global community. John and Amy now live in Bend, Oregon where they enjoy a 4-season outdoor lifestyle. In his free time John enjoys fly fishing, golfing, skiing and hiking.
Professional: John is a former Nike Sales executive for 18 years and retired President of Speedo North America. John’s introduction to Grange Capital began on the client side. “This powerful relationship has dramatically changed my family’s financial and personal life for the better,” said Graham “I am passionate about helping others and want to be the catalyst for them to experience, just as I have, a demonstrably better way to exceed their financial and personal goals.”
As a President, Advisor and Mentor for 35 years operating around the globe for high profile organizations like Nike, Easton, Quiksilver and Speedo, John knows the impact an expat life can have on a family. He is well versed in effective strategies to help families plan for the future and enjoys working with them to put those excellent ideas into practice.
Graham is a seasoned Marketplace Development professional who graduated with honors from Boston College and also serves as an Alumni Advisory Member for Entrepreneurship at the Carroll School of Management.
About Leann
Personal: Leann enjoys travel, live music, paddling with her Dragon Boat team and spending time with friends & family. She also likes swinging a golf club and playing a round of darts at the local Moose Lodge. As a native Oregonian, maximizing opportunities to play outdoors is high on her list; she loves to camp, hike and explore!
Leann’s knowledge and passion for wine has helped to shape her extraordinary client service experience while serving curious wine lovers in a Dundee tasting room for over 15 years. She’s a firm believer that “The keys to a happy life are balance, acceptance, friendship and wine.” Supporting the local community is also important to Leann. She has performed volunteer work for Meals on Wheels, the Portland Art Museum, The American Cancer Society and the Oregon Zoo.
Professional: Leann is the Manager of Administrative Services at Grange Capital and has over 30 years of experience in the investment industry. She likes being part of a focused group of dedicated individuals who value integrity, trust and accountability, while being mindful of family values and the true meaning of success. Her attention to detail and ability to ascertain and exceed the needs of our clients, makes Leann a valuable contributor to the Grange Team. She thrives on making close personal connections with people and providing the most enjoyable client experiences possible.
Leann is also a Notary Public and happy to provide that service to our clients.
About Jeff
Personal: Jeff grew up in a basketball gym and while in college briefly went to the University of London where he also coached the police basketball team in a community league. In addition, Jeff took a year away from school to volunteer as a tacher in the Marshal Islands. Jeff has since “adulted” to golf and going on morning walks with Alison, his wife of 34 years. They enjoy traveling to new destinations and finding beautiful golf courses to play. Jeff has two married boys and two grandsons that provide endless fun. Jeff is all about a positive mindset and how that can change the trajectory of one’s life.
Professional: Jeff is one of Grange’s original clients. Jeff spent over two decades focusing on creating wealth for individuals by helping them reduce their cost of homeownership. This led to a role as EVP of both a regional and national, publicly traded mortgage company. While working with support staff, sales people and/or senior leadership across the country Jeff realized everyone has a potential need for financial education. Says Jeff, “school teaches us how to work for money but there are very few, if any classes that help people understand how to efficiently put their money to work for their futures. Helping clients maximize their financial position allows them time and resources to focus on the passions they enjoy most.”
Prior to the above experience, Jeff graduated from Walla Walla University with a B.S.B.A degree in accounting. Following graduation Jeff added the following work experiences: accountant, director of a career center on a university campus, buyer of commodity chemicals and marketing director for a chain of senior living communities. This breadth of experience gives Jeff a wide range understanding of the financial help that so many people need.
About Chase
Personal: Born and raised in Portland, Chase is no stranger to the outdoors. He grew up skiing, hiking and spending a lot of time with his family at their home in Black Butte Ranch located in Central Oregon. His passions are sports, technology, travel, gaming and music. Chase loves basketball and is a diehard Blazer fan! He is also constantly on the lookout for his favorite artists to come to town.
Professional: After completing two internships at Grange Capital, Chase has now joined the Grange Team full-time. He is currently working with our Reporting, Portfolio Management and Customer Relationship Management systems. Chase is also engaged in research, analysis and numerous special projects. Additionally, Chase is focusing on completing his degree in Finance.
Grange welcomes Chase’s tech talent, aptitude for the investment world and youthful perspective. He is a valuable addition as we embrace the next generation of investors.
In Loving Memory of Philip Caughman
Sometimes life blindsides us with the unexpected - catching us off guard and leaving us reeling. So it is with great sadness and a heavy heart that we announce the unexpected loss of our friend and colleague, Philip Caughman, the victim of a motorcycle accident, October 19, 2021 in Los Angeles where he had been living since 2018.
Phil joined Grange just over a year ago and, at the age of 25, was just starting to shine with his well-crafted presentations and easy connections with our next generation of investors. Phil was bilingual and incredibly intelligent, thanks to his German mother, Annette, and Math Professor father, John, who live here in Portland. Phil was the middle child of three boys; older brother John and younger brother Alexander – they are a close family. He had a very competitive side and excelled at computer gaming and go carts. In 2018 he graduated from the University of Oregon’s Lundquist School of Business with a degree in Finance, which brought him to our industry.
Music was always a passion for Phil, as well as his impressive sneaker collection. In his previous career, he designed set lighting for concert venues and made many contacts in the music and entertainment industry. Philip touched many lives, forged many friendships, and the loss will be felt by everyone who knew him, no matter how briefly.
Phil’s Grange family will miss his “let’s go!” spirit and big smile, affinity for strong coffee, keen technical ability, sense of humor, insatiable appetite, and dedication to our team and clients. Philip projected enthusiasm and confidence when speaking about his job and was proud to be part of the Grange Team, according to his grandfather, one of Phil’s first clients. The future will be deprived of this truly special and talented individual.
If you have a Phil story, personal experience, or sentiment to share, please email Leann Robbins at lrobbins@grangecapital.com. We would love to share them with his family.
“Life is made of ever so many partings welded together.” Charles Dickens