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Our Mission

INCREASE YOUR VALUE OF TIME®

Since 1992, our firm has remained private and locally owned through its long history
as one of the region’s independent wealth managers and investment advisors. Our size,
experience, and commitment as a fiduciary enable us to handle all of the financial matters
for our clients in a way that aligns with their values and best interests.

Our Community Impact

Our responsibilities as a firm extend way beyond the services we provide to our clients. Built into our values and our culture is a passion and a long history of giving back and helping those in our community thrive. We’re proud to support the following organizations:

 
 

Save University of Alaska Anchorage Seawolf Hockey

The UAA hockey program is not only important to the university and its students but it has a significant impact on the community. The UA Board of Regents voted to eliminate hockey, gymnastics and alpine skiing from UAA after the 2020-21 school year in order to reduce the university’s overall budget. However, the board offered an opportunity to reinstate the sports programs if supporters could raise enough funds to cover two years of operating expenses.

 

Cystic Fibrosis Foundation

The mission of the Cystic Fibrosis Foundation is to cure cystic fibrosis and to provide all people with CF the opportunity to lead long, fulfilling lives by funding research and drug development, partnering with the CF community, and advancing high-quality, specialized care. They hold an Annual CF-Mariners Care Golf Tournament fundraiser.

 
 


AK State Hospital and Nursing Home Association

The ASHNHA is a unified association providing effective statewide leadership to address health care delivery challenges affecting all Alaskans. Their mission is to improve and protect Alaska’s system of care to ensure access for all Alaskans.

 
 


Bellarmine Prep School

Bellarmine Preparatory School is a Catholic college preparatory school in the Jesuit tradition of education. We provide dedication to academic excellence and the development of the whole person. Our graduates are young men and women of competence, compassion, and conscience, who are committed to leadership and service.

 
 


Esperanza

Through the vision of MLB player Dave Valle, Esperanza’s courageous beginning provided a strong foundation upon which they are building for the future serving Haitian and Dominicans. Their mission is to free families from poverty and share the hope of Christ.

 
 
 


Forterra

Forterra is a Washington based nonprofit that enhances, supports, and stewards the region’s most precious resources—its communities and its ecosystems. In its 30-year history, Forterra has helped conserve more than 223,000 acres, with its work stretching from the farmlands and river canyons of Yakima to the estuaries and forests of Washington’s coastline.

 
 


Grays Harbor College Fundraiser

Grays Harbor College is about success of all varieties—helping students as they work towards an Associate or Bachelor degree, teaching new skills that could lead to a new or improved job, or encouraging someone as they strive to earn a GED®. The mission of Grays Harbor College is to provide meaningful education and cultural enrichment through academic transfer, workforce preparation, basic skills, and service to the community.

 
 


Greater Fairbanks Community Hospital Foundation

The Greater Fairbanks Community Hospital Foundation was established to ensure that we never again face the prospect of a community without health care. We are dedicated to satisfying patient’s healthcare needs and are constantly looking to improve the Hospital Foundation facilities and technology to serve our community.

 
 
 


LeMay Museum

LeMay – America’s Car Museum, a member of America’s Automotive Trust, is an international destination for families and auto enthusiasts to celebrate America’s love affair with the automobile and learn how it shaped our society. Based in Tacoma, Washington, ACM serves as an educational center for students of all ages, features 12 rotating exhibits and hosts America’s Automotive Trust’s annual Signature Events.

 
 
 


Native Village Afognak

The people of Native Village of Afognak are the descendants of the original Alutiiq inhabitants of the village of Ag’waneq, which was located on the island of Afognak, three miles off the shore of Kodiak Island. We are a federally recognized tribe. Members of our tribe inhabited our ancestral village until the Great Earthquake and Tsunami of 1964. Today many of our members live and work in the City of Kodiak, the village of Port Lions, Anchorage, and the Lower 48 states.

 
 


Rainier Scholars

Rainier Scholars is about hope, opportunity and the pursuit of greater educational freedom for those willing to make the commitment to hard work and extraordinary effort at a very young age. We offer a pathway to college graduation for hard-working, low-income students of color by providing access to transformative educational opportunities.

 
 


The Little School

Nestled in 12.5 acres of woods and meadows in Bellevue, The Little School provides a natural setting for our community of students and educators to nurture that potential while exploring the wider world. We strive to provide a safe environment to build upon the inherent strengths of each child and support them as they expand their knowledge, build their skills and deepen their empathy.

 
 


The Tulalip Boys & Girls Club

The Tulalip Boys and Girls Club promotes the health, social, educational, vocational, and character development of boys and girls. Through before and after school programs, it aims to help young people improve their lives by building self-esteem, developing values, and teaching skills during critical periods of growth.

 
 


Mavuno

Surrounded by armed militia, crushing poverty, malnutrition, and government corruption, Mavuno is pioneering a model of grassroots business development unlike any in our region. It is a financially, socially, and environmentally sustainable engine to serve the Congolese farmer.

 
 


Junior Achievement of Greater Washington

JA of Washington’s volunteer-delivered, kindergarten-12th grade programs foster work-readiness, entrepreneurship, and financial literacy skills, and use innovative, immersive programs to inspire students in our community to dream big and reach their potential.

 
 


PSBJ Corporate Citizenship

The Puget Sound Business Journal Corporate Citizenship Awards honor companies that create and sustain a healthy community built on the strong pillars of the Arts, Basic Needs, Economic Opportunity, Education, Environment, Health & Wellness, Neighborhoods & Communities, and Global Giving. Pacific Portfolio is honored to be named among these companies that embrace corporate philanthropy as part of the firm’s culture and impact the community with giving programs.

Let Us Help You

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ADVISOR WHO WILL GIVE YOU PEACE OF MIND AROUND YOUR
FINANCIAL WELLBEING