Baker Ellis Asset Mngmt

Trillium Asset Management, based in Portland, Oregon, is a leading financial firm that specializes in sustainable and responsible investing. With nearly 40 years of experience, Trillium offers a range of investment strategies and services that aim to advance a global sustainable economy and create a better world. Their integrated investment approach combines environmental, social, and governance factors with a time-tested fundamental approach to identify compelling investment opportunities and deliver competitive risk-adjusted returns. Trillium's commitment to responsible investing is evident through their dedicated shareholder advocacy team, which engages with companies to align values with investment objectives and press for positive change on material ESG concerns. They offer equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and charitable organizations, with a focus on providing long-term value and social dividends. Trillium also serves as a thought leader in the responsible investing space, sharing their expertise through white papers and webinars to help investors navigate the ESG investment universe.Generated from the website

Pine Haven Investment is a financial services firm based in Portland, Oregon. Specializing in investment management and financial planning, the company offers personalized solutions to help clients achieve their financial goals. With a focus on long-term growth and wealth preservation, Pine Haven Investment provides strategic guidance and investment options tailored to each client's unique needs and risk tolerance. The firm prides itself on transparency, integrity, and a commitment to helping clients build and protect their wealth. Generated from their business information