AWARDS & RECOGNITION
2010:
- Featured in the Portland Business Journal in, Disciplined Investment Approach Always Beats Emotion
- Top RIA Survey Rankings—Financial Advisor magazine
2009:
- Top Wealth Manager—Wealth Manager magazine
- Corporate Philanthropy Award for charitable giving—Portland Business Journal
- Top 25 Money Managers—Portland Business Journal
- Fastest Growing Private 100 Companies—Portland Business Journal
- Top RIA Survey Rankings—Financial Advisor magazine
- Quoted by the Portland Business Journal in, "Investors Turn to Small Firms"
2008:
- Schwab Institutional® 2008 Pacesetter IMPACT Award for excellence in independent financial advising
- Corporate Philanthropy Award for charitable giving—Portland Business Journal
- Top 25 Money Managers—Portland Business Journal
- Top Dog—Wealth Manager magazine
- Portland Top Wealth Advisors—Portland Business Journal
- Top RIA Survey Rankings—Financial Advisor magazine
- Investment Lessons From Google
published on IndexUniverse.com - Fastest Growing Private 100 Companies—Portland Business Journal
- Powerlist | Financial Planners & Money Managers—Oregon Business
- Quoted by the Portland Business Journal in, "Financial Opportunity: Protecting Your Wealth"
- Quoted by Brainstorm NW in, Measuring Wealth: From Unsuspecting Millionaires to the Truly Rich
2007:
- Top 25 Money Managers—Portland Business Journal
- Top Dog—Wealth Manager magazine
- Top RIA Survey Rankings—Financial Advisor magazine
- Fastest Growing Private 100 Companies—Portland Business Journal
- Quoted by the National Association of Real Estate Investment Trusts for the U.S. Department of Labor regarding REITs as an asset class
- Doug Johanson featured in "Forty Under 40"—Portland Business Journal
- Quoted by Investment News in, Young Green-Technology Companies Lure Venture Capital
2006:
- Top 25 Financial Advisors, Top 25 Money Managers—Portland Business Journal
- Star Wealth Manager—Wealth Manager magazine
- Fastest Growing Private 100 Companies—Portland Business Journal
- Dougal Williams recognized as "Most Energetic" by the CFA Institute
- Quoted by Research Magazine in, "Climbing the Ladder of AUM"
- Quoted by The Oregonian in 529 College Savings Plans article
- Quoted by the Associated Press in, "Spring Cleaning Your Finances"
2005:
- Top 25 Money Managers—Portland Business Journal
- Wealth Master—Bloomberg Wealth Manager magazine
2004:
- Top 25 Financial Advisors—Portland Business Journal
2003:
- Champion Wealth Manager—Bloomberg Wealth Manager magazine
- Recognized by The Oregonian in Solo 401(k) Plan article
2002:
- Top 25 Money Managers—Portland Business Journal