Thank You to Our 2018 FPA Sponsors!

The support of the following companies greatly enhances the quality of our events!

Platinum Sponsors

Fairway Independent Mortgage Company
I Represent Fairway Independent Mortgage Co. the 9th largest independent mortgage loan provider in the nation. My focus is to help Senior’s with their financial planning needs by generating income from their homes equity to offset sequential portfolio losses in the markets and flexibility to their financial futures. At Fairway Independent Mortgage we have a variety of traditional home loans as well as valuable personal service and timely loan closings. We
do things the Fair Way. For more information contact Michael Standard, Sr. Reverse Mortgage Specialist, NMLS ID 1674259 at 360.690.5278 or [email protected]

First Trust
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively “First Trust”) were established in 1991 with a mission to offer
investors a better way to invest. At First Trust, we are single-minded about providing trusted investment products and advisory services. We’re inspired every day by how financial advisors and their customers use our products and services to define goals, solve problems and develop long-term strategies. Everyone in our company is encouraged to work diligently and respectfully to deliver superior products, services and results. This philosophy is carried through to our approach to investing. Our approach is simple, and our company was built with these core principles in mind: Know what you own, Invest for the long-term, Employ discipline, Rebalance, & Control taxes.

Ruby Receptionist
Ruby® Receptionists is the only live remote receptionist service dedicated to creating meaningful connections with your callers—building trust and helping you win business. From our offices in Portland, Oregon, Ruby delights your English and Spanish-speaking callers, answering 100% of calls live with your custom greeting, transferring calls, making return calls, taking messages, and addressing questions about your business. Our feature-rich mobile app works in tandem with friendly receptionists so you can manage your service from anywhere. Update instructions, call out from your business or personal line, view call activity, and much more. Best of all, callers will think we work in your office.  For more information contact Shawna Nordman, Marketing Project Coordinator at 866.611.7829 or [email protected]

Gold Sponsors

Aquila
Investment Management firm primarily specializing in fixed income investments consisting of 9 funds: 7 single state municipal bond funds, a high yield corporate bond fund and an equity fund.  For more information contact Christine Neimeth and Matt Di Maggio at 503-720-6367 or cneimeth@aquilafunds.com.

Reverse Mortgage Company
At Reverse Mortgage Funding LLC (RMF), reverse mortgages are our only business. We focus on improving the lives of homeowners and homebuyers age 62 and older by enhancing their financial well-being, independence, and prospects for a secure retirement. Our first commitment is making sure each prospective borrower has all the information needed to assess whether a reverse mortgage is right for them; and if so, which one best suits their needs. For more information contact Paul Pomeroy, Reverse Mortgage Specialist, NMLS LO# 223897 at 503.421.0798 or ppomeroy@reversefunding.com.

Silver Sponsors

AssetMark
For 20 years, AssetMark has pursued a single purpose: helping investors reach their goals by serving the financial advisors who guide them.  Our turnkey asset management program streamlines investment management, supports practice management and improves client management, all through compelling technology.   For more information contact Phil Manning, Senior Regional Consultant, PacNW at 206.384.5283 (direct) or phil.manning@assetmark.com.

Auxier Asset Management LLC
Auxier Asset Management LLC ("AAM") is an Oregon based Investment Advisory established in July of 1998. The current team has combined experience of over 150 years in the investment field. AAM manages over $794 million in assets, including $254 million in the Auxier Focus Fund, founded by Jeff Auxier, and $114 million in Pension Consulting.  For more information contact Jillian Widolff at 503.885.8807 (x114) or toll free 800.835.9556 (x114)

Dimensional Fund Advisors LP
Dimensional Fund Advisors LP is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. We strive to build deep, enduring relationships with advisors who share our desire to create better financial outcomes for clients. Dimensional and its global affiliates manage $577 billion for clients worldwide (as of December 31, 2017). For more information contact Alex Bartos, CFA, Regional Director at 310.621.0873 (cell) or Alex.bartos@dimensional.com.

DPL Financial Partners
DPL Financial Partners is an RIA insurance network that brings low-cost, fee-based insurance solutions from a variety of the nation's top carriers to RIA practices. DPL insurance consultants are product and carrier agnostic. Our consultants work for RIAs, not an insurance carrier, and work to employ solutions that bring the best financial outcomes for RIA clients. DPL offers a full suite of life and annuity products.  For more information contact Tim Rembowski at 503.398.6772 or trembowski@dplfp.com.

Idea Decanter
As content marketers specializing in financial services, we uniquely combine deep experience in commercial photography with a brand journalism approach to storytelling. We call it authentic. Not in the handcrafted, bespoke sort of Pacific Northwest way. Authentic as in we’re coaxing your story out of you. So the videos we help you create aren’t sort of like you would say it. They are exactly how you would say it. We believe in this narrative approach as much as we believe in creating videos with the short-attention spanned viewer in mind. Videos that are well lit, easy-to-understand, informational, inspiring, motivational, and emotional. We help our financial advisor clients use video marketing build relationships with existing clients and connect with prospects.  For more information contact Laura Garfield at 917.776.4082 or laura@ideadecanter.com.

Jefferson National
Jefferson National, operating as Nationwide advisory solutions, is a recognized innovator of the first flat-fee Investment-Only VA (IOVA), built expressly to help RIAs and Fee-Based Advisors increase assets under management—and help their clients grow more wealth. Serving over 4,000 advisors with our unique platform for tax-advantaged investing—while helping their clients save over $228 million in insurance fees.  To reach our Territory Manager for the Pacific Northwest, Michael West, please call 502-213-2985. To learn more, please visit www.jeffnat.com.

Jensen Investment Management
For Jensen, quality is key. We invest in select businesses that value consistency, stability and shareholder value. Jensen offers two mutual funds: The Jensen Quality Growth Fund and the Jensen Quality Value Fund.  For more information contact Jack Shepherd at 503.726.2059.

Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms1 ($997.8 billion AUM2).  For more information contact Ryan J. Blossom, CFP®, Managing Regional Director at 617.217.1965 (cell) or ryan.blossom@natixis.com.

Nextview Loans
You have seen the Celebrities on TV, and read the mail piece. Now get the full story from your local, experienced, Nextview Loans Reverse Mortgage Specialists. Kim Dodge, NMLS 186099 is qualified to personally evaluate all home financing options for your client, traditional and reverse. 17 year as a loan officer; a trusted professional that understands how mortgage financing must be integrated into the thoughtful retirement plans you have created for your clients. NextviewLoans.com/Reverse.  For more information contact Kim Dodge, NMLS 186099, Branch Managerat 503.595.1600 (office), 503.806.1275 (cell) or Kim@NextviewLoans.com.

Saturna Capital
Saturna's deep-rooted belief in value investing shines through in the quality of our investments. We don't follow trends, we analyze opportunities. Years of experience have given Saturna financial strength and stability. Most important to Saturna's success, however, is our clients' success. We believe that our clients' interest always come first. Perhaps this is why our client relationships span so many years. For more information contact Tyson Romanick at 360.733.9900 (x207) or trr@saturna.com.

SEI Advisor Network
We help professional wealth managers, institutional investors and private investors create and manage wealth -- and enable their long-term success by providing solutions that are both comprehensive and innovative. Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation. Throughout this nearly 50-year history, our mission has remained constant: to help clients achieve continued success by developing consistently relevant solutions delivered through an outstanding client experience. Many of our solutions are unique, combining advice, investments, technology, and operations into comprehensive solutions designed to help professional wealth managers improve their business success; institutional investors make better financial decisions; and private clients achieve their life and wealth goals. For more information contact Marc Alexander at 206.669.5187 or malexander@seic.com.

Vista Capital Partners
Vista Capital Partners is a fee-only wealth management firm based in Portland, Oregon. We specialize in managing globally diversified portfolios which minimize costs and taxes for individual clients with more than $2 million to invest. We also want the benefits of our work to extend beyond the success of a portfolio— to the health, happiness and well-being of those we serve. Our mission is simple: to help our clients live happier and more prosperous lives. For more information contact Vista Capital Partners, Inc. at 9755 S.W. Barnes Road, Suite 595 - Portland, Oregon 97225, 503.772.9500 or info@vistacp.com.