Brings 25 years of alternative investment experience
April 26, 2022 — PORTLAND, Ore.–(BUSINESS WIRE)–Allium Financial – a financial management firm serving business owners, retirement plan sponsors, individuals, families, endowments and non-profit foundations by gaining a deep understanding of each investor’s comprehensive financial picture – today announced Scott Thompson has joined the firm’s leadership team as its Chief Investment Officer.
“But at Allium, we know that these investments present a great opportunity to potentially reduce risk by lowering volatility. They present a worthwhile opportunity for our clients to diversify and fortify their portfolios.”
Thompson brings 25 years of experience in alternative investments from his previous roles as a partner, portfolio manager and CIO at Common Sense Investment Management and Concentric Wealth Advisors. In his role at Allium, Thompson will lead the firm’s investment committee as well as its investment research, portfolio management and client relations.
A Refined Portfolio Management Process
“Scott will elevate our depth of expertise and create an opportunity for our firm on the investment side of our business,” said Allium Chief Executive Officer Sheree Demers Arntson. “He will also help us further refine our portfolio management process and make our portfolios even better.”
With his strong expertise in alternatives – particularly hedge funds, private equity, private debt and real estate – as CIO, Thompson will strengthen the firm’s existing investment resources for these nuanced asset classes.
Approximately one third of Allium’s investments are in institutional-quality alternative investments. This hire furthers the firm’s desire to expand these investment offerings to its clients in the future.
“Using institutional-quality alternative investments for accredited non-profits is not done often because a lot of work must be put into finding the right opportunities for these organizations,” Thompson noted. “But at Allium, we know that these investments present a great opportunity to potentially reduce risk by lowering volatility. They present a worthwhile opportunity for our clients to diversify and fortify their portfolios.”
Allium provides comprehensive financial services including investment management, estate planning, gifting, taxes, insurance and more. Its portfolios are tailored to each client with proactive, diversified investing via a long-term perspective that reflects its clients’ values.
For more information about Allium Financial, click here.
About Allium Financial
Founded in 2016 in Portland, Allium Financial’s CERTIFIED FINANCIAL PLANNER™ professionals want to truly understand their clients’ financial lives to offer the best tailored advice. We work with families, individuals, business owners, endowments, foundations, and retirement plan sponsors.
Our investment philosophy involves proactive, diversified investing with a long-term perspective that aims to preserve and grow your capital. Along with stock and bond funds, our clients have exclusive access to a wide range of carefully selected alternative investments designed to enhance return and lower portfolio volatility. We carefully manage risk through diversification, active management and rebalancing. We believe in a global approach and the use of alternative investment where appropriate.