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Our Financial Partners

We orchestrate the creation of your custom portfolio using the following resources.

 

Custodians

Northern Trust

TD Ameritrade, Inc

Charles Schwab

 

Mutual fund families (including institutional class shares)

PIMCO

T Rowe Price

Tax Free Trust of Oregon

Templeton

Vanguard

 

Independent Research Providers

Argus

Standard & Poor

Morningstar

Value Line

Ford Equity Research

Grant's Interest Rate Observer

Reuters Provestor

Vickers Stock Research

 

Equities trading partners

Capital Institutional Services

TD Ameritrade, Inc

Schwab Institutional

 

Fixed income broker-dealers

Crews Associates

Financial Northeastern

Seattle Northwest

Schwab Institutional

Strand, Atkinson

BOSC, Inc.

 

Operations

Trust Sourcing Solutions

 

Regulators

SEC - Securities Exchange Commission

 

Trust Accounting Software

Sungard (AddVantage)

 

Charitable Services resources

Crescendo software

OHSU Foundation

Planned Giving Design Center

Foundation Source

 

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"We don't sell products, we sell knowledge - but I think what really sets us apart as superior investment managers is our passion for each client's success." Stuart Allen

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