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

Citizen’s Crime Commission

Classic Wines Auction

Columbia River Maritime Museum

Community Foundation for Southwest Washington

CYO/Camp Howard


Doernbecher Children’s Hospital Foundation


Educational Recreational Adventures

Estate Planning Council of Oregon


Harrington Family Foundation


Jesuit High School Endowment

Junior Achievement


Lane Community College

Lone Fir Cemetery Foundation

L.T. Murray Foundation 


Meals on Wheels People and Loaves & Fishes Centers

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 Club of Portland

Oregon Consular Corps

Oregon Health & Science University 

Oregon Historical Society

Oregon Jewish Community Foundation

Oregon State University 

Oregon Symphony 

Oregon Women’s Forum

OSU Alumni Association Board


Pioneer Courthouse Square

Portland Art Museum

Portland Business Alliance

Portland Japanese Garden

Providence Child Center Foundation

Portland State University’s Center for Women’s Leadership


Rotary Club of Portland 


St. Vincent Hospital Foundation

Security Traders Association


Thomas Edison High School


United Way of the Columbia-Willamette

University Club 

University of Oregon Foundation