COMMUNITY INVOLVEMENT
We are fortunate to work with 62 nonprofit clients
We are fortunate to work with 62 nonprofit clients, providing investment management and institutional services and resources to their boards, committees and employees (data updated quarterly, as of December 31, 2023).
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 over 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:
A
Albertina Kerr Centers Foundation
Alzheimer’s Association
American Red Cross Cascades Region
Arlington Club and Heritage Foundation
B
Boys and Girls Clubs of Portland Metropolitan Area
C
Cascade Pacific Council of the Boy Scouts
CFA Society of Portland
Children’s Institute
Classic Wines Auction
D
Doernbecher Children’s Hospital Foundation
The Dougy Center
Dream Factory of Oregon
E
Estate Planning Council of Portland
F
Financial Beginnings Oregon
Financial Planning Association of Oregon & Southwest Washington
First Tee - Greater Portland
Ford Family Foundation
Friends of the Children
H
Harrington Family Foundation
High Desert Museum
J
Jesuit High School Endowment
Junior Achievement
L
Legacy Good Samaritan Hospital Foundation
Lone Fir Cemetery Foundation
m
Meals on Wheels People and Loaves & Fishes Centers
Meridian Park Medical Foundation
Mittleman Jewish Community Center
Morrison Child & Family Services
Multnomah Athletic Club
N
National Chapter, Multiple Sclerosis Society of Portland
New Avenues for Youth
o
OHSU’s Knight Cancer Institute
Oregon Coast Aquarium
Oregon Health & Science University
Oregon Health & Science University Foundation
Oregon Historical Society
Oregon Jewish Community Foundation
Oregon Sports Authority
Oregon State University and Foundation
Oregon Symphony
Oregon Wildlife Foundation
Oregon Women’s Forum
Oregon Zoo Foundation
OSU Alumni Association Board
p
Phi Delta Theta Oregon Alpha Chapter Foundation
Pioneer Courthouse Square
Play It Forward
Portland Art Museum
Portland Golf Club
Portland Metro Chamber of Commerce
Portland State University Foundation
Portland State University's Friends of History
R
ReBuilding Hope! Sexual Assault Center
Red Cross Cascades Region
River View Cemetery
s
Sande School of Horsemanship
Security Traders Association
Sports Oregon
T
The Freshwater Trust Women on Water
Thomas Edison High School
Tualatin Country Club
U
United Way of the Columbia-Willamette
University Club
University of Oregon Governing Board
University of Oregon Portland Council