PORTLAND, Ore., May 6, 2021. – Natalie Berning, CFP®, Financial Advisor, OnPoint Wealth Management & Investment Services, has been appointed to the Raymond James Sustainable Investing Advisory Council (“the council”), according to Samantha Trebesch, Vice President of Strategic Initiatives at Raymond James and council chair. Raymond James’ approach to sustainable investing is collaborative in nature across all business segments and heavily influenced by feedback from advisors, including the council, which is comprised of a select group of 16 financial advisors across the firm’s affiliation models. Established in 2018, the council’s mission is to enhance the firm’s sustainable investing capabilities and resources made available to the firm’s approximately 8,200 advisors and their clients, according to Kim Jenson, Chief Operating Officer of Raymond James’ Private Client Group and executive sponsor of the firm’s sustainable investing initiatives.
“Positive asset flows continue to reinforce growing interest in sustainable investing, providing our advisors the opportunity to further engage our high-net-worth clients in deeper relationships through impact investing, tying to their philanthropic efforts, and engaging the next generation in the wealth transfer through meaningful conversation around values and legacy building,” said Jenson at the council’s February 2021 meeting.
“We’re very pleased with the progress of the council to date in advancing our sustainable investing insights and platform, namely expanding choice to advisors and clients in building positive impact through their portfolios,” Trebesch added. “We’re excited to welcome Natalie Berning, who brings deep experience customizing successful investment strategies that are based on each client’s individualized priorities and overall plan. Her track record of success and unwavering client service gives those she works with the utmost confidence that they are on the path to achieving their short- and long-term goals.”
“I’m honored to serve on the firm’s sustainable investing council,” said Berning. “Many of my clients in the Pacific Northwest ask how they can invest leading with their values and ideals. They want to know where their money is going and the impact their investment will have on the world around them. Raymond James’ sustainable investing resources have assisted me in guiding my clients, and I am looking forward to joining this group of like-minded advisors.”
Raymond James advisors have access to a variety of sustainable investing vehicles and resources to fit their clients’ needs, including professionally managed portfolios, individual equities and bonds, funds, green bonds, and alternative investments. For more information, visit https://www.raymondjames.com/commentary-and-insights/sustainable-investing-resources.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
ABOUT ONPOINT COMMUNITY CREDIT UNION
OnPoint Community Credit Union is the largest credit union in Oregon, serving over 432,000 members and with assets of $8.2 billion. Founded in 1932, OnPoint Community Credit Union’s membership is available to anyone who lives or works in one of 28 Oregon counties (Benton, Clackamas, Clatsop, Columbia, Coos, Crook, Curry, Deschutes, Douglas, Gilliam, Hood River, Jackson, Jefferson, Josephine, Klamath, Lane, Lincoln, Linn, Marion, Morrow, Multnomah, Polk, Sherman, Tillamook, Wasco, Washington, Wheeler, and Yamhill) and two Washington counties (Skamania and Clark) and their immediate family members. More information is available at www.onpointcu.com or 503-228-7077 or 800-527-3932.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at www.raymondjames.com.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Total client assets are $1.02 trillion.
About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.