We are fortunate to work with nearly 60 nonprofit clients

We are fortunate to work with nearly 60 nonprofit clients, providing investment management and institutional services and resources to their boards, committees and employees.

As a company, we believe that involvement in our community, whether it’s through nonprofits or professional organizations, enhances our company culture and our client experience.

Collectively, we serve on nearly 60 nonprofit boards and committees with a wide range of focus areas.

These experiences enable us to better understand the needs of our institutional clients by working with fellow board members to achieve their mission and uphold their fiduciary responsibilities. We also have an opportunity to work with leaders from other industries, exposing us to new ways of thinking and different approaches to shared challenges and opportunities. 


We currently volunteer on the boards and committees of the following nonprofits:


Albertina Kerr Centers Foundation

All Saints School

American Red Cross Cascades Region

Arlington Club and Heritage Foundation 


Cascade Pacific Council of the Boy Scouts

Catlin Gabel 

CFA Society of Portland

Children’s Cancer Association

Classic Wines Auction

Columbia River Maritime Museum

Community Foundation for Southwest Washington


Doernbecher Children’s Hospital Foundation


Estate Planning Council of Oregon


Financial Planning Association of Oregon & Southwest Washington

Friends of the Children


Harrington Family Foundation


Jesuit High School Endowment

Junior Achievement


Lane Community College

Legacy Good Samaritan Foundation

Lone Fir Cemetery Foundation

L.T. Murray Foundation 


Meals on Wheels People and Loaves & Fishes Centers

Meridian Park Medical Foundation

Mittleman Jewish Community Center

Morrison Child & Family Services

Multnomah Athletic Club


National Chapter, Multiple Sclerosis Society of Portland

New Avenues for Youth

Ninety-nine Girlfriends


OHSU’s Knight Cancer Institute

Oregon Consular Corps

Oregon Health & Science University and Foundation

Oregon Historical Society

Oregon Jewish Community Foundation

Oregon State University and Foundation

Oregon Symphony 

Oregon Women’s Forum

Oregon Zoo Foundation

OSU Alumni Association Board


Pioneer Courthouse Square

Portland Art Museum

Portland Business Alliance

Portland Golf Club

Portland Japanese Garden

Providence Child Center Foundation

Portland State University’s Center for Women’s Leadership

Portland State University's Friends of History


Sande School of Horsemanship

St. Vincent Hospital Foundation

Security Traders Association


The Freshwater Trust Women on Water

Thomas Edison High School

Tri-County Gun Club


United Way of the Columbia-Willamette

University Club 

University of Oregon Foundation


Willamette Falls Trust


Young Audiences of Oregon and Southwest Washington