Locally Responsible Investing
In recognition of Bank Transfer Day, November 5, 2011, we’d like to offer a set of resources to help you locate resources for socially responsible investing and banking. We don’t profess to be experts on socially responsible investing, but it’s definitely an area of interest for us. What are our options for local and socially responsible banking, investing, and insurance? Locally, we’ve worked with some committed professionals who have made it their work to know the local and socially responsible options. Whether you’re looking for an alternative to banking with one of the “biggies”, looking for a mutual fund that doesn’t invest in nuclear development or tobacco, or looking for an investment tool that will allow you to really direct your funds in a new direction all together, here are some local resources to consider. Click on each link for more information about how these resources can help you fine tune your banking, investing, and insurance.
Local Financial Resources in Portland, Oregon
New Outlook Financial is a Portland, Oregon based investment advisory firm offering fee-only financial planning and investment advice for individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest.
Format Sol
utions is a local business specializing in providing individuals with unprecedented control over their retirement assets and investment options. If you’re frustrated with the lack of control, volatile performance, and ongoing expenses of your current investment portfolio, they can create a Limited Liability Company within your IRA that allows for full checkbook control of your retirement funds and a nearly limitless investment selection.
Mark Strauss of Leonard Adams Company
: An independent insurance agent. Mark works with financially stable and preferred independent Northwest insurance companies such as: Oregon Mutual, Liberty Northwest, Mutual of Enumclaw, Safeco Insurance and National insurance companies such as: Chubb Insurance, Fireman’s Fund Insurance, One Beacon Insurance, Philadelphia Insurance, Travelers Insurance and many more. Mark has thought about the long-term implications of the businesses, homes and vehicles he insures. He’s dedicated to taking the time to spend a little extra money to reduce my environmental footprint as much as possible both in his personal and professional life because he believes that businesses need to be progressive and add environmental and social achievements to their measures of success.
More resources for local and socially responsible financial options
- Oregon Banks Local (for more information on local credit unions and community banks)
- Credit card options and reviews
This is a sampler to get you started. The River PDX strives to provide local and socially responsible resources that can help you align more aspects of your life with your values. If you’d like to know more about how investing in Portland real estate could fit into your long-term investment goals, we’d love the opportunity to explore that with you. Contact us to discuss how our real estate services could facilitate and enrich how you invest.
Inspectors
Inspectors are invaluable to the home buying process. It’s critical that buyers use their inspection contingency wisely, and utilize some of our local talent to gather solid insights into how their home works, and how it might NOT be working. Here’s a brief list of some expert inspectors in our local market.
Professional Inspectors–Portland, Oregon
Home Inspectors
Matt Hopkins 503-869-5292
Toby Deming 503-236-1812
Brendan Fitzpatrick 503-750-0795
Susan Walker 503-740-8267
Sewer Inspectors
McBee Boring and Excavating 503-939-5246
Matt and Mel’s 503-324-0423
Environmental Inspections (oil tanks, radon, etc.)
Xavier Environmental 503-236-3796
EcoTech 503-493-1040
Environmental Works NW 503-719-6715
In some instances, properties require other specialists. If you have a need for a geotechnical engineer, a structural engineer, or other resources to help you investigate a property’s condition, feel free to contact us. We’ll do what I can to connect you with the appropriate local specialist.
For other resources, you can do a keyword search in the upper left corner of this website, or contact us. The River PDX is a Holistic Source for Real Estate. We’re happy to be a resource or be a helpful link in connecting you to the appropriate local service provider or supplier. If you have any suggestions of other contractors that should be added to this list, We’d love to learn about them.
Comfort, Savings, and Staying Ahead of the Curve
Weatherization & Home Performance Pros–Portland, Oregon
Whether you own an 1890 Queen Anne, a 20s Bungalow, a Cape Cod, a mid-century ranch, or a late 1998 home that was built to modern day code, there are gains to be had and money to saved (in most cases). Assuming energy costs increases over time, here are some local service providers and resources to help you achieve these gains and stay ahead of the curve. There are many programs available and the incentives go through periodic changes based on local and federal funding streams. As an Energy Trust Trade Ally, I recommend you make their website one of your first stops to learn about what kind of incentives are currently available.
Imagine Energy 503-477-9585
Hammer & Hand 503-232-2447
Streamline Dwellings 503-310-4981
Green Hammer 503-804-1746
Neil Kelly 866-691-2719
Green Home by EcoTech 503-493-1040
Gale Contractor Services (Deborah Shay & Amy Worthington) 306-241-1897
Energy Trust Trade Allies
AIRSEAL, AIRSEAL, AIRSEAL. . . and ventilate.
For other resources, you can do a keyword search in the upper left corner of this website, or contact me. The River PDX is a Holistic Source for Real Estate. I’m happy to be a resource or be a helpful link in connecting you to the appropriate local service provider or supplier. If you have any suggestions of other contractors that should be added to this list, I’d love to learn about them.
For more conservation info see also, Ascending the Pyramid of Conservation.
Architects & Designers
Local Architects & Designers–Portland, Oregon
If you’ve been contemplating the big step of remodeling your home, creating an ADU (Accessory Dwelling Unit) on your property, or, even bigger yet, building your own home in the Portland area, here’s a set of architects and designers (listed in no particular order) who have a body of residential work to consider.
Departure Design, Dan Lajoie + Michelle Jeresek
Andre Debar
Atelier Waechter, Ben Waechter
Limitless Blue, Corey Cliffe
Structures NW, Patrick Sugrue
PATH, Corey Martin
Paul McKean
Arciform
COMMUNITECTURE, Mark Lakeman
Emerick Architects
paolo design, Paolo Scardina
Architecture W
Giulietti/Schouten Architects
Building Arts Workshop
Works Partnership Architecture
Nathan Good
This list is not intended to be an exhaustive list of local architects and designers, but a solid starting place for residential architectural resources in Portland, Oregon. I welcome suggestions for additions to this list. In addition to these websites, some of these offices maintain a social media presence as well. In some cases, that provides a more up to date glimpse of what they’re working on right now. Enjoy perusing the work of our local talent! Here’s a brief sampling of local work.
Departure Design, Artist Studio, Portland, OR
Atelier Waechter, Cape Cod, Portland, OR
Emerick Architects, Northwood, Portland, OR
Arciform, 1909 House, Portland, OR
PATH architecture, Butler Residence, Portland, OR
Debar Architecture, Bacon-Brenes Home, Portland, OR
CONNECT
Agent Profile
In addition to offering sound real estate services, we bring a broad awareness of sustainable living and design to our practice. We thrive on making connections that help clients live and invest in alignment with their values, while supporting our local community, economy, and environment. Contact David and Steve today to learn how your next realty decision can enhance the place you call home. AGENCY INFO
1902 SE Morrison St. Portland, OR 97214
