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.

Founded in 1975, Ferguson Wellman Capital Management is a privately owned investment advisory firm established in the Pacific Northwest. We serve union and corporate retirement plans; endowments and foundations; and separately managed accounts for individuals and families with portfolios of $4 million or more. Click here to sign up to receive Ferguson Wellman's blog via email: http://eepurl.com/vt63z

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

Saturna Capital Corporation, manager of the Saturna Sustainable, Sextant, Idaho and Amana funds, uses years of investment experience to aid investors in navigating today’s volatile markets. Founded in 1989 by professionals with extensive experience, Saturna has helped individuals and institutions build wealth, earn income, and preserve capital. Saturna’s deep-rooted belief in value investing shines through in the quality of our investments. We don’t follow trends, we analyze opportunities. Years of experience have given Saturna financial strength and stability. Most important to Saturna’s success, however, is our clients’ success. We believe that our clients’ interest always come first. Perhaps this is why our client relationships span so many years. At Saturna, we believe in making your investment dollars work hard for you. Toward this end, Saturna strives to not only offer the best investment opportunities from mutual funds to IRAs, but to match those sound investments with superior customer service.

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.

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.

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.

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.

RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY. We provide unbiased general investing consulting services to approximately 200 institutional clients. Our clients include corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express no conflicts of interest policy.

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.”

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.