Skip to content
envelope
  • T: 503.697.4271
  • TF: 800.697.4271
  • F: 503.697.9505
Feel free to reach out.
  • Home
  • Our Firm
    • Our Firm
    • Private Wealth Advisor
    • How We're Different
    • Our Beliefs
  • Our Team
    • Our Team
    • Jim Frank, CFP®
    • Ben Bistline, CFP®
    • Julie Stiers
    • Ms Donna Casey Feuerherdt
    • William Valenti
    • Chris Rainwater
    • Mindy Smith
    • Jakob Kelnhofer
    • Courtney Stewart, CFP®
    • Cynthia Porter
    • Professional Recognitions
    • About Raymond James
  • Process
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Endowments & Foundations
    • Healthcare Professionals
    • Private Wealth
    • Retirees
    • Women Investors
  • Services
    • Services
    • Issues We help Manage for Our Clients
    • Already Have An Advisor?
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Retirement Planning
    • Sustainable Investing
  • News & Events
  • Resources
    • Resources
    • Commentary and Insights
    • Worthwhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Metis Wealth Advisory Group
    4900 Meadows Road Suite 100 Lake Oswego, OR 97035-3195 T: 503.697.4271 TF: 800.697.4271 F: 503.697.9505
    Map and Directions Map and Directions
Metis Wealth Advisory Group logoMetis Wealth Advisory Group logo

Strategic insight and tactical support for foundations

Strategic insight and tactical support for foundations

We are well-versed in the singular challenges faced by endowments and nonprofits, and understand the responsibilities required to manage significant assets, while adhering to your organization’s mandate. We also understand the importance of your work and your desire to uphold your foundation’s mission in the years to come.

Our team serves as an extension of the investment committee and provides critical support in helping to fulfill your fiduciary responsibilities.* We help our clients implement strategies designed to effectively manage their portfolio, stewardship duties and spending policy needs.

Through tactical asset allocation, we develop adaptable investment strategies that seek to meet the objectives of your Investment Policy Statement. Our advisors tap into our extensive resources and conduct objective research to find investment opportunities that we believe are worthwhile, align with your values and contribute to the sustainability of your foundation.

Our relationship with you and your organization is ongoing, and we are diligent in reviewing and suggesting rebalancing investment strategies when we deem appropriate to help ensure they stay consistent with your long-term goals. We’re as deeply invested in your foundation’s success as you are.

Services Include

  • Due Diligence and Research
  • Selection of Institutional-Class Managers
  • Investment Policy Statement Review
  • Investment strategy management and rebalancing suggestions
  • Spending policy needs, portfolio reviews and stewardship documentation
  • Knowledgeable support and guidance on regulatory standards

Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.

*As set forth in, and subject to, applicable agreements.

related resources

Understanding the types of endowments

Understanding the types of endowments

How to maximize your impact through long-term support.
Read

Estate & Giving
Asset Allocation Calculator

Asset Allocation Calculator

Asset allocation is designed to help you create a balanced portfo...
Start

Savings And Investments
Investment Returns

Investment Returns

Meeting your long-term investment goal is dependent on a number o...
Start

Savings And Investments
Sophisticated wealth management
Always here for you
Metis Wealth Advisory Group logoMetis Wealth Advisory Group logo
  • Metis Wealth Advisory Group 4900 Meadows Road Suite 100 Lake Oswego, OR 97035-3195
  • T 503.697.4271
  • TF 800.697.4271
  • F 503.697.9505
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Metis Wealth Advisory Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use