Our Business is Yours Nathaniel Brigham & Aimee Brigham, Co-Founders of Aluma Aesthetic Medicine Your success is our success—and the success of our entire region! Our mission and purpose is clear: We support businesses of all types and sizes in succeeding and thriving throughout our region. Financial Planners Ranked by Oregon assets under management 1 Ferguson Wellman Capital Management and West Bearing Investments OREGON ASSETS UNDER MANAGEMENT: $4.5 BILLION TOTAL ASSETS UNDER MANAGEMENT: $7.5 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 28 OREGON FULL-TIME EMPLOYEES: 59 2 Becker Capital Management OREGON ASSETS UNDER MANAGEMENT: $2.9 BILLION TOTAL ASSETS UNDER MANAGEMENT: $4.1 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 16 OREGON FULL-TIME EMPLOYEES: 31 3 Vista Capital Partners OREGON ASSETS UNDER MANAGEMENT: $1.75 BILLION TOTAL ASSETS UNDER MANAGEMENT: $2.0 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 17 OREGON FULL-TIME EMPLOYEES: 33 4 Arnerich Massena OREGON ASSETS UNDER MANAGEMENT: $1.5 BILLION TOTAL ASSETS UNDER MANAGEMENT: $2.0 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 8 OREGON FULL-TIME EMPLOYEES: 21 5 Pioneer Trust Bank, N.A. OREGON ASSETS UNDER MANAGEMENT: $1.1 BILLION TOTAL ASSETS UNDER MANAGEMENT: $1.1 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 9 OREGON FULL-TIME EMPLOYEES: 23 6 Matisse Capital OREGON ASSETS UNDER MANAGEMENT: $1.0 BILLION TOTAL ASSETS UNDER MANAGEMENT: $1.3 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 8 OREGON FULL-TIME EMPLOYEES: 10 7 Coldstream Wealth Management OREGON ASSETS UNDER MANAGEMENT: $677.6 MILLION TOTAL ASSETS UNDER MANAGEMENT: $6.8 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 6 OREGON FULL-TIME EMPLOYEES: 11 8 Allen Trust Company OREGON ASSETS UNDER MANAGEMENT: $600.0 MILLION TOTAL ASSETS UNDER MANAGEMENT: $600.0 MILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 6 OREGON FULL-TIME EMPLOYEES: 14 9 Columbia Trust Company OREGON ASSETS UNDER MANAGEMENT: $562 MILLION TOTAL ASSETS UNDER MANAGEMENT: $1.1 BILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 8 OREGON FULL-TIME EMPLOYEES: 19 10 Peregrine Asset Advisers OREGON ASSETS UNDER MANAGEMENT: $440 MILLION TOTAL ASSETS UNDER MANAGEMENT: $500 MILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 4 OREGON FULL-TIME EMPLOYEES: 2 11 IMS Capital Management OREGON ASSETS UNDER MANAGEMENT: $294 MILLION TOTAL ASSETS UNDER MANAGEMENT: $369 MILLION LICENSED PROFESSIONALS IN OR AND SW WASH: 5 OREGON FULL-TIME EMPLOYEES: 9 Disclaimer: This list is compiled based on responses to a survey. Firms are not included if they do not respond to the survey. A PENNY SAVED According to a 2023 survey from Northwestern Mutual, Americans are taking three major steps to address economic uncertainty: n 64% said they are cutting costs n 50% said they are building savings n 41% said they are delaying large purchases But according to data from the St. Louis Federal Reserve, personal savings only accounted for 4.1% of disposable personal income as of April 2023 — down from of 33.8% in April 2020 and 26.3% in March 2021. Source: Forbes.com 54
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