Keith Vernon

Functions as a College/University

Functions as a College/University

Operates as an association of investment professionals

Amara Parenting & Adoption Services is a nonprofit organization dedicated to supporting children, youth, and families impacted by the child welfare system, with a focus on foster care, kinship care, and adoption. The non-profit company is based in Seattle, WA. The organization provides free programs and resources such as foster care services emphasizing family reunification, kinship support, youth development programs, family resource centers, and caregiver support groups. Amara offers training, licensing, and ongoing assistance to foster and kinship caregivers, and supports guardianship and adoption processes when reunification is not possible, including post-adoption services and openness assessments. Key initiatives include programs that facilitate partnerships between parents and caregivers, collaborative early childhood court models, youth development spaces, and a family resource center to prevent crises. Community engagement opportunities include volunteering, advocacy, and participation in events.

Bristlecone creates a portfolio that seeks the right balance of risk and return on an after-tax and after-fee basis. They carefully construct all client portfolios using a rigorous, team-based approach. Portfolios are customized based on each client’s investment objective, utilizing the optimum blend of asset classes including equities across domestic, international, large mid, and small-cap stocks; taxable and tax-exempt fixed income; plus additional asset classes such as REITS, MLPs, and alternative funds (both liquid and ill-liquid alternatives). The firm blends a top-down, macroeconomic review with bottom-up, fundamental research.

Operates as professional society for certified financial accountants

Clarius' investment strategies are specifically tailored to each client and they are based on a long-term investment horizon. The firm focuses particularly on the trade-off of return as compensation for accepting investment risk and the effects of investment costs, inflation, and taxes on investment returns. Their highest priority is developing the specific asset allocation appropriate to each client’s goals, objectives, constraints, risk tolerance and unique circumstances. They employ both passive and active investment strategies.