Grounded in client-focused values fostered over four decades, Becker Capital Management provides a range of investment management services for individuals, families, institutions and non-profit organizations. With offices in Portland, Bend and Seattle, BCM employs 34 individuals and manages $3.8 billion in assets as of 6/30/22. As a boutique firm, our personal service, experienced guidance and customized investment approach has helped Becker Capital to become one of the largest independent firms in the Pacific Northwest. Visit our website at www.beckercap.com to learn more.

At Jensen Investment Management, our pursuit of quality defines us. We bring clients an unwavering dedication to a consistent investment process while striving to provide exceptional client service. The strength of our investment philosophy is built on a long-term perspective and a commitment to investing in quality businesses. We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market. Jensen offers quality growth, quality value, and global quality growth strategies derived from a singular investable universe of companies—the Jensen Quality Universe.

Founded in 1991, Endeavour has been committed to building lasting value in western mid-market businesses for over 30 years. Utilizing our deep industry experience and meaningful relationships, we seek to provide capital and long-term support to the management teams we partner with.

Many years helping clients of all kinds with widely varying needs and distinct situations can be distilled down to this simple realization: You want a definite Course of action, the Confidence to pursue it diligently and the Clarity to see what’s down the road and meet it head on. Advice at a Higher Level is all about satisfying those 3 Cs. Independence allows us the freedom to do it in the most objective, transparent way possible. As fiduciaries, we place your best interests above all else so that we become not only trusted advisors of your wealth, but stewards of your goals.

Serving both individual and institutional investors since 1999, Vision Capital Management is an employee owned firm that provides the highest quality financial advice and investment management services. We are fee only, independent financial advisors because we believe that our clients’ interests should come first and foremost. In working with individuals and families to both grow and preserve their wealth, we focus on educating our clients so they feel empowered to be active participants in their financial lives. We complement our disciplined and repeatable investment strategy with high-touch financial planning, allowing us to build long-term, committed relationships with our clients. Both our individual and institutional clients benefit from our growth oriented investment strategy. We construct portfolios that are focused on long-term, sustainable results using an investment selection process that is anticipatory and based upon our proprietary, in-house research. This, alongside patience, is the foundation to our investment philosophy and portfolio management.

For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced team and integrated technology? A complete, personalized practice management program? Then look no further. FocusPoint Solutions offers you a complete package, incorporating two main areas of support designed to meet your needs: An experienced back/middle office services team = CLIENT SATISFACTION A robust practice development program = BUSINESS GROWTH While FocusPoint's virtual back/middle office support team handles your day-to-day back office responsibilities, our executive team of seasoned professionals can help you to remain focused on your long-term goals…offering you guidance, tools, and resources to grow and market your business through our comprehensive practice management program. Contact us to learn more about our custom, advisor-minded solution, or to view a demo of the integrated virtual office we provide to the advisors we support.

Whether you care about family, career, travel, security, or want to impact the world on a grander scale, we’re here to help you align your finances with your personal convictions. We are at our best when we live authentic lives, and we established First Pacific more than two decades ago to be a financial advisory firm that puts the needs and desires of our clients first. Through our total wealth management approach, we help you integrate your short-term financial needs with your lifelong goals to create a cohesive financial life. Your money should allow you to focus on what you genuinely want to do; we’ll take care of the rest. Advisory services offered through First Pacific Financial, Inc. First Pacific Financial, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where First Pacific Financial, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by First Pacific Financial, Inc. unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. First Pacific Financial, Inc. has reasonable belief that the content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services.

Equilibrium innovates and manages sustainability-driven real asset investment strategies and products for institutional investors. We build proprietary Equilibrium real asset strategies in three sectors: > Sustainable Agriculture and Food > Controlled Environment Agriculture and Food > Carbon Transition Infrastructure Equilibrium has been a B Corp since 2009, one of the first 200 B Corp's, and has been recognized as Best For The World in 2017, 2018, 2019, 2021, and 2022

Multnomah Group is an independent retirement plan consulting firm headquartered in Portland, OR. We are a 100% fee-for-service consulting firm, serving our investment consulting clients as fiduciaries to their plan. Our focus within the retirement plan marketplace, and our conflict-free structure, enable us to serve as a trusted partner for our clients. The professionals at Multnomah Group have extensive experience and resources in our core competencies: Investment Consulting, Vendor Search, Fiduciary Governance, Fee Benchmarking, Employee Engagement, and Plan Design. Multnomah Group does not endorse and is not liable for any content developed by third parties. Third party content shared, linked, reposted, tweeted or referenced by herein is for ease of reference only and may not accurately reflect the views of Multnomah Group. Connecting or following an individual or company does not constitute an endorsement by Multnomah Group or its employees. Individuals or companies connected to or following Multnomah Group or its employees should not be construed as a testimonial regarding any services provided by our firm.

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Human Investing was established in 2004 under a fiduciary standard. This means being legally and ethically bound to putting your interests first and foremost. There will be no selling pressures, no commissions, no inflated promises, and no incomplete truths. We understand that money touches all aspects of life and are proud to employ a team of credentialed financial experts that work together for you. If you're an individual, family, or company that values all of these things, come talk with us.