Sheree Demers Arntson

Allium Financial Advisors LLC is a certified financial planner firm that was founded in 2016. The private company is based in Lake Oswego, OR. The company works with families, individuals, business owners, endowments, foundations, and retirement plan sponsors to offer tailored financial advice. The company's investment philosophy involves proactive, diversified investing with a long-term perspective that aims to preserve and grow clients' capital. The company manages risk through diversification, active management, and rebalancing. Allium Financial Advisors provides exclusive access to a wide range of carefully selected alternative investments designed to enhance return and lower portfolio volatility. The company empowers their clients to make great financial decisions, managing everything from portfolio management to estate planning. Sheree Demers Arntson has been the CEO of the company since 2017.

Arnerich Massena, Inc. is an employee-owned registered investment advisory firm headquartered in Portland, Oregon. The firm was founded by Tony Arnerich in 1991. They provide discretionary management and non-discretionary advisory services to high net-worth individuals and families, endowments and foundations, and corporations. Arnerich Massena is a signatory of the internationally recognized United Nations-supported Principles for Responsible Investment (UN PRI).