April 2023
Melissa Freeman
This Spring, Allium Financial Advisors conducted diligence on the Oregon Venture Fund (OVF) and added our fifteenth fund, OVF XV, to their list of approved investments. Allium Financial Advisors is a financial planning and wealth management firm based in Lake Oswego. Founded and led by Sheree Arntson and Pradeep Tempalli since 2016, the team offers financial planning, tax strategy, and investment guidance for individuals, families, charitable foundations, and businesses.
Allium’s Chief Investment Officer, Scott Thompson, led the diligence process. With Scott’s 25+ years of experience managing alternative investments, the OVF management team is pleased to have earned his support.
“We strongly believe in the value that high-quality alternative investments bring to our clients’ portfolios. With the two-pronged objective of reducing risk and enhancing long-term returns, OVF is a great fit for us and our clients. When evaluating potential investments, it’s important to understand a firm’s competitive advantages. OVF’s reputation allows them to get “first calls” from start-ups in Oregon and Southwest Washington. Then, their ace diligence teams that are comprised of industry experts (who are also OVF investors) leads to unprecedented pre-investment analysis AND ongoing help along the way. It’s one thing to invest locally because it’s fun and exciting to see your investment capital at work close to home, but if the investment returns aren’t competitive, you’re effectively doing charity work. OVF has achieved both – local impact with outstanding investment returns.”
Allium serves over 150 families and non-profit organization, managing approximately $475 million.
Like many Oregon Venture Fund investors, Allium Financial Advisors is rooted in this community and is committed to improving the regional economy. They’ve been recognized by the Portland Business Journal as one of the top 100 fastest growing private companies in 2021 and 2022. In addition to helping clients make good decisions about their financial health, they work with local nonprofits to ensure community members have access to financial literacy education and more.
OVF is in its 17th year of backing Oregon and Southern Washington-based startups. Targeting a $50M raise, OVF XV is a five-year fund that invests in parallel with the OVF annual funds for 2023-2027 and is currently open to accredited investors.
For more information, please contact Allium Financial Advisors Allium Financial Advisors | Financial Planning in Portland or Melissa Freeman, OVF Director of Capital Raising and Investor Relations, 503-539-8021 or Melissa@oregonventurefund.com for more information.