Portfolio

"Our clients contribute to our success"

PortfolioNational and Northwest Clients

  • BackOffice Connection
  • Badgley Phelps Investment Managers
  • Brighton Jones
  • Chaney Capital Management
  • Clarius Group
  • Coldstream Capital Management
  • Columbia River Advisors
  • Cutler Investment Group
  • D|A|Davidson
  • Envestnet Tamarac
  • Evergreen Gavekal Capital Management
  • Filament
  • Financial Advocates
  • First Republic
  • Freestone Capital Management
  • High Tower Advisors, Inc.
  • ICM Asset Management
  • IMS Capital Management
  • Integrity Financial Corporation
  • Jensen Investment Management
  • Laird Norton Wealth Management
  • McCutchen Group LLC
  • McKinley Capital Management
  • Merriman Wealth Management
  • Miller Advisors
  • Northwest Asset Management
  • Pacific Portfolio Consulting
  • Opal Advisors
  • Parametric Portfolio Associates
  • Pegasus Investment Group
  • Private Asset Management
  • Rotella Capital
  • Russell Investments
  • Saturna Capital Corporation
  • Sonata Capital
  • Steelhead Partners, LLC

“If I’d only followed CNBC’s advice, I’d have a million dollars today. Provided I’d started with a hundred million dollars.” ~ Jon Stewart