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 50 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. 
 

A

American Red Cross Cascades Region

Arlington Club

B

Boys and Girls Clubs of Portland Metropolitan Area

C

Cascade Pacific Council of the Boy Scouts

CFA Society of Portland

Children’s Institute

D

Doernbecher Children’s Hospital Foundation

Dream Factory of Oregon

E

Estate Planning Council of Portland

F

Financial Beginnings Oregon

Financial Beginnings USA

Financial Planning Association of Oregon & Southwest Washington

First Tee - Greater Portland

Friends of the Children

H

High Desert Museum

J

Junior Achievement

K

KidsQuest Children’s Museum

L

Legacy Good Samaritan Hospital Foundation

Linfield University

Lone Fir Cemetery Foundation

m

Meals on Wheels People and Loaves & Fishes Centers

Meridian Park Medical Foundation

Morrison Child & Family Services

Multnomah Athletic Club

N

New Avenues for Youth

o

Oregon Business Academy

Oregon Coast Aquarium

Oregon Health & Science University 

Oregon Health & Science University Foundation

Oregon Historical Society

Oregon Jewish Community Foundation

Oregon State University

Oregon Wildlife Foundation

Oregon Zoo Foundation

p

Phi Delta Theta Oregon Alpha Chapter Foundation

Portland Art Museum

Portland Business Journal Leadership Council

Portland Festival of Trees

Portland Metropolitan Chamber of Commerce

Portland State University Foundation

R

Randall Children’s Hospital Foundation

River View Cemetery

s

Security Traders Association

T

The Dougy Center

Thomas Edison High School

U

University of Oregon Governing Board

University of Oregon Portland Council

W

Waverley Country Club