About
About the Advisor
"Chaim" Victor Schramm, CFS®, CAS®, AIF® | Portfolio Manager & Financial Planner
Victor Schramm, CFS®, CAS®, AIF® received his B.A. in Russian and East European History from the University of Oregon in 2007. Since his University studies, he has worked in the art supplies, sales, and candy manufacturing industries. In 2012 he relocated from Brooklyn, NY to Portland, OR and immediately set to work founding an independent Registered Investment Advisor firm.
Victor Schramm is a self-described “investing nerd” who spends much of his free time reading authors from all corners of the economic and finance world such as Eugene Fame, Frank Fabozzi, Martin Wittman, and Bill Gross. As an investor, he’s most aligned with the Environment, Social, & Governance (ESG) style of investing and seeking social responsibility backed by empirical insights. Business and finance ethics are a topic of particular interest and authors such as Rabbi Elliot Dorff and Moses L. Pava have been highly influential on the philosophy and practice of Chaim Investment Advisors. He’s particularly interested in Halakhic Finance, Jewish Law, and working with religious people and communities on exploring applied ethics in finance.
Designations:
Certified Fund Specialist (CFS®)
Since 2013
Accredited Investment Fiduciary (AIF®)
Since 2020
Certified Annuity Specialist (CAS®)
Since 2021
Certifications:
Candriam Academy Sustainable Investing Certification
Certification in Divorce Financial Planning from the Institute of Business and Finance, June 2021
Learn More About Our Practice
Our Comprehensive Financial Planning & Investment Advice Practice
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About The Firm
Chaim Investment Advisors (formerly known Victor Schramm, LLC) was founded in 2014 by Victor Schramm. We're an independent Registered Investment Advisor firm registered in the state of Oregon. We've always been a Fee Only practice, serving individual and small business clients across the state.
We've grown from a solo practice in the classic "Managed Assets" model to a firm focused on Hourly Rate, comprehensive investment & financial planning with special expertise in Socially Responsible Investing and low-cost portfolio construction.