Fiduciary in Portland, OR

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• 
  401khelpcenter
  (503) 705-9748

  7032 SW 26th Ave, 97219  Portland

  Stone explains, "Pentegra has nearly $8 billion in OCIO assets under management with many clients who have been with us for over 30 years. The globalization of capital markets over the last few decades has resulted in a marked increase in the range and complexity of investment opportunities availab…

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  Allen Trust Co
  (503) 292-1041

  121 SW Morrison St Ste 875, 97204  Portland

  Allen Trust Company was founded in 2001 and incorporated as a trust-only bank in Oregon in April 2006. The Company maintains its corporate headquarters in Portland, Oregon and is also licensed as a trust company in Washington. Allen Trust Company was founded on the principles of being local, indepe…

• 
  About the GCA
  503.236.0639

  4320 SW 86th Ave, 97225-2428  Portland

  Professional Guardian certification is through the National Guardianship Association and the Center for Guardianship Certification, not through GCA Oregon. Certification is not currently required by Oregon law, but it may be difficult for a professional practitioner to obtain court appointment, bon…

• 
  Nancy Doty, Inc
  503.284.8240

  4030 NE 42nd Ave, 97213-1012  Portland

  Nancy Doty is a professional fiduciary providing Guardianship, Conservatorship, and case management/care coordination services for individuals who are unable to make appropriate decisions and when family members are unable (for any reason) to be involved. She leads our team in aiding dependent adul…

• 
  Invest N Retire LLC
  503.419.2894

  506 SW 6th Ave Ste 1200, 97204-1531  Portland

  The ETF Exchange Though the jury’s still out on how valuable and efficient they are‚ exchange-traded funds are starting to be offered by employers as part of their 401(k)s. by Marlene Prost – December 2009 “When Navmar‚ a naval-engineering company based in Chester‚ PA.‚ switched five years ago to a…