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CRESTLINE CAPITAL, LLC ABOUT CRESTLINE CAPITAL Crestline Capital, LLC is an independent investment management firm. I started the firm in 2007, to help individuals and families make smart decisions about their money. I help clients clarify their financial goals and create an investment plan to achieve those goals. I emphasize to clients the importance of having a margin of safety in their investments so that if things don’t turn out as planned, they will still be okay. I find superior firms, like Dimensional Fund Advisors (DFA) and Charles Schwab & Co. to create a strong, independent team for my clients. WHAT MAKES ME DIFFERENT I had the audacity to start a solo firm from the ground up because I knew I had a sensible way to think about investing and I could help people manage their risk and have a better experience than what was available. I believe that controlling costs is an important part of performance; that little differences make a

MICHAEL MOORE- MANAGING MEMBER Mike graduated from the University of Virginia with a B.S. in Commerce in 1980. He worked as a senior certified public accountant for Price Waterhouse in Boston from 1980-1984.

meaningful impact over a longer period of time. My

Mike earned his MBA in Finance from the UCLA Anderson

fee structure is highly competitive and completely

School in 1986. After business school, he worked in

transparent.

Institutional Fixed Income Sales in the Chicago and New York offices of Morgan Stanley through May 2000.

I focus on managing investment behavior because over the long run that determines performance.

Mike and his family moved to Oregon in 2000. After taking some time off, he worked as an institutional fixed income salesman in Portland, Oregon for Piper Jaffray and Morgan

WHAT YOU SHOULD KNOW

Stanley Dean Witter. He founded his own registered investment advisory firm, Crestline Capital, LLC, in 2007.

The most important thing that prospective clients should know is that I sit on the same side of the table

An active member of the Lake Oswego Rotary Club, Mike enjoys

as them. I am their advisor, giving them my objective

giving back to his community. He enjoys spending time with his

advice on the important decisions regarding their

wife Darcy, his twin daughters Justine and Olivia (freshmen at Stanford), his son Emmett (eighth grader at Lakeridge Junior

money. Independence makes a difference.

1120 Crestline Court, Lake Oswego, OR 97034

High) and the family’s labradoodle, Micky.

PHONE

EMAIL

WEB

503.635.4457

mike@crestlinecapital.net

www.crestlinecapital.net


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