Since 1992, our firm has remained private and locally owned through its long history
as one of the region’s independent wealth managers and investment advisors. Our size,
experience, and commitment as a fiduciary enable us to handle all of the financial matters
for our clients in a way that aligns with their values and best interests.
Our responsibilities as a firm extend way beyond the services we provide to our clients. Built into our values and our culture is a passion and a long history of giving back and helping those in our community thrive. We’re proud to support the following organizations:
Building Hope. Transforming Lives.
Plymouth Housing’s mission is to eliminate homelessness and address its causes by preserving, developing, and operating safe, quality, supportive housing and by providing adults experiencing homelessness with opportunities to stabilize and improve their lives.
Cystic Fibrosis Foundation
The mission of the Cystic Fibrosis Foundation is to cure cystic fibrosis and to provide all people with CF the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the CF community, and advancing high-quality, specialized care. They hold an Annual CF-Mariners Care Golf Tournament fundraiser.
AK State Hospital and Nursing Home Association
The ASHNHA is a unified association providing effective statewide leadership to address health care delivery challenges affecting all Alaskans. Their mission is to improve and protect Alaska’s system of care to ensure access for all Alaskans.
Usibelli Coal Classic.
Usibelli Coal Mine hosts a golf Tournament to raise funds for Alaska Resource Education
Folds of Honor
Lt Col Dan Rooney has committed his life to rallying patriotic Americans and meeting sacrifice with hope through the Folds of Honor. Since 2007, we’ve provided life-changing scholarships to the spouses and children of America’s fallen or disabled military. And now, our mission expands to the families of America’s first responders. On our watch, those who protect our freedoms and our families will know they are not forgotten.
The Luv U Project
Carolyn Mattingly understood what it meant to love. Often signing notes with “Luv u,” she brought a special grace to even the simplest exchange. Carolyn’s warm heart and genuine concern for making a difference was also demonstrated every day – through her countless commitments to family, causes, and community leadership. On September 30, 2014, her life was abruptly, violently, and senselessly ended. In memoriam of Carolyn and as a tribute to her goodness, The Luv u Project has been established as a lasting commitment from her husband, daughter, family, and friends to continue her legacy.
Grays Harbor College Fundraiser
Grays Harbor College is about success of all varieties—helping students as they work towards an Associate or Bachelor degree, teaching new skills that could lead to a new or improved job, or encouraging someone as they strive to earn a GED®. The mission of Grays Harbor College is to provide meaningful education and cultural enrichment through academic transfer, workforce preparation, basic skills, and service to the community.
Greater Fairbanks Community Hospital Foundation
The Greater Fairbanks Community Hospital Foundation was established to ensure that we never again face the prospect of a community without health care. We are dedicated to satisfying patient’s healthcare needs and are constantly looking to improve the Hospital Foundation facilities and technology to serve our community.
LeMay Museum
LeMay – America’s Car Museum, a member of America’s Automotive Trust, is an international destination for families and auto enthusiasts to celebrate America’s love affair with the automobile and learn how it shaped our society. Based in Tacoma, Washington, ACM serves as an educational center for students of all ages, features 12 rotating exhibits and hosts America’s Automotive Trust’s annual Signature Events.
Expect Miracles Foundation
Expect Miracles Foundation (EMF) rallies the financial services industry and beyond to invest in life-saving cancer research while advancing the financial and emotional health of people impacted by cancer. With the loyal support of so many generous companies and people, from leading financial services companies to start-ups, senior executives to young adults, corporate foundations to family trusts, we have awarded over $21 million in cancer research and financial assistance grants.
The Tulalip Boys & Girls Club
The Tulalip Boys and Girls Club promotes the health, social, educational, vocational, and character development of boys and girls. Through before and after school programs, it aims to help young people improve their lives by building self-esteem, developing values, and teaching skills during critical periods of growth.
The Puget Sound Business Journal Corporate Citizenship Awards honor companies that create and sustain a healthy community built on the strong pillars of the Arts, Basic Needs, Economic Opportunity, Education, Environment, Health & Wellness, Neighborhoods & Communities, and Global Giving. Pacific Portfolio is honored to be named among these companies that embrace corporate philanthropy as part of the firm’s culture and impact the community with giving programs.
ADVISOR WHO WILL GIVE YOU PEACE OF MIND AROUND YOUR
FINANCIAL WELLBEING
