Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm is the world’s sixth-largest outsourcing manager (according to P&I as of 3/31/2024), with US$932 billion in assets under advisement (as of 6/30/2024) and US$331 billion in assets under management (as of 12/31/2024) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world.

Evergreen Home Loans is a premier local mortgage lender. We originate, fund, and service loans for our direct mortgage customers and provide mortgage solutions for our business partners, banks and credit unions. Vision: We’re inspired to change the world one relationship at a time. Mission Statement - What We Do We deliver on time and as promised® while providing a “WOW” experience for our customers and our Evergreen family of associates. Evergreen is an equal opportunity employer and E-Verify employer. Equal Housing Lender ©2023 Evergreen Moneysource Mortgage Company® NMLS ID 3182. Equal Housing Lender. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. Licensed under: AZ Mortgage Banker License #0910074; CA Dept. of Financial Protection and Innovation under the CA Residential Mortgage Lending Act #4130291; CO Regulated by the Division of Real Estate; FL Licensed as a Mortgage Lender by the Office of Financial Regulation; ID Mortgage Broker/Lender MBL-3134; MT Mortgage Lender License 3182; NV Mortgage Company License 4837; OR Licensed under the OR Consumer Finance Act ML-3213-NMLS 3182; TX Department of Savings and Mortgage Lending Company License NMLS #3182; WA Consumer Loan Company CL-3182; WY Mortgage Lender/Broker 3467. https://www.nmlsconsumeraccess.org/

Washington Capital is an employee owned investment advisory firm founded in 1978. Washington Capital headquarters are located in Seattle, Washington, with branch offices in Portland, Southern California, Northern California and Boston. Washington Capital provides a diverse menu of investment products including real estate equity, real estate debt, fixed income and equity strategies; primarily institutional clients. For important disclaimer information, please see https://www.wa-cap.com/disclaimer

Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints. The challenge is aligning your time and resources to those values, so you can go after the things you truly care about. For us, protecting and growing your wealth is a foundational part of that journey. But our goal is bigger than your financial peace of mind—it’s your happiness. We want to be the partner that helps you align your wealth, your passions, and your purpose, so you can pursue the life that truly fulfills you—your richer life.

Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e. OCIO) to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts. These clients, whose assets total in excess of $656 billion*, rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios. Verus traces its roots back to 1986, when the firm was originally founded by William Wurts. Wurts & Associates was renamed Verus in April 2015. Throughout our 36+ year history, we have remained true to our central mission: We are stewards of the means to a better life. Success at what we do preserves and fortifies the wellbeing of individuals, families, and communities. We rely on objective observation, rigorous research, demonstrable facts, and measurable results to help guide our clients. Yet the true value of our work lies beyond what can be measured – what we do impacts people’s lives. Verus provides independent advice through its non-discretionary consulting, private markets, and risk advisory services. For institutions who choose to delegate more of their fiduciary responsibility, we also provide discretionary Outsourced Chief Investment Officer (OCIO) services. Past performance is no guarantee of future results. The information provided by this site or referenced links is provided for informational purposes only and is intended for institutional entities and their representatives and should not be relied upon by retail investors. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, pursue a particular investment vehicle or any particular trading strategy. Investing entails risk, including possible loss of principal. *Includes Verus'​ total assets under advisement; preliminary as of 4/1/2023.

Silver Creek Capital Management is an alternative investment boutique with a focus on private credit, hedge fund strategies and real assets. Silver Creek specializes in developing highly structured, unique investment solutions for a global client base which includes public and corporate retirement plans, insurance companies, foundations, endowments as well as advisors and family offices who seek to access these asset classes. For more information about the firm, whose history spans over two decades, please visit www.silvercreekcapital.com.

Coldstream is an employee-owned wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”

Taiyo was founded in 2001 to capitalize on the significant investment opportunities in the Japanese market by utilizing the strategic consulting, investment management, Japanese language and operational skills of the Founding Partners. While Taiyo continues to be excited about and deeply committed to opportunities in Japan, we also see opportunities to take our successful model from Japan to the rest of Asia. Taiyo currently invests approximately $2bn in private and micro-cap to mid-cap public companies in Asia. Taiyo has close to 20 investment professional in addition to the Founding Partners. Nearly all of these professionals are native to the Asian countries they cover and the rest have all spent extensive time working in Asia and speak the local language fluently. Our professionals have a wide range of Investment Banking, Consulting, Private Equity, and Equity Research experience which enables Taiyo to Protect, Unlock and Create value within our portfolio companies. All of our investment professionals spend a significant amount of time in Asia.

Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families. We offer a full suite of services to help protect, grow and transfer your wealth and address all aspects of your financial life, giving you the freedom to focus on what truly matters.

Formed by the merger of Laird Norton Wealth Management and Wetherby Asset Management, Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services. Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world. LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States.

Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth. For wealthy individuals and their families, Auxano is a trusted advisor that comes alongside our clients with integrated planning and principled investing. Clients that partner with Auxano value the difference between speculation and principled decision-making. Regardless of whether they are borrowing, spending or investing, our clients find confidence in our wise counsel and prudence. Our mission is to partner with our clients to help them achieve prudent, resilient and integrated results, throughout the various stages of life, as they navigate both the anticipated and the unexpected. We engage our clients through authentic relationship, candid conversation and uncompromising integrity, to serve them and the generations that follow.