May 2023
Melissa Freeman
This month, Coldstream Wealth Management added Oregon Venture Fund to the list of approved venture fund managers for their clients. Coldstream Wealth Management serves clients across the Pacific Northwest with offices in Portland, Boise, Kenai, Seattle, Bellevue and Mercer Island. Coldstream is employee-owned and independently operated. In Oregon, Mark Rosenbaum serves as the team lead, offering investment advisory services, financial planning, tax and estate planning and insurance solutions. Mark is an exemplary human being who cares deeply about his clients and the educational, economic development and healthcare institutions in Oregon, having served as former chair of the Portland State University Foundation and Tuality Healthcare boards as well as Chair of the Portland Development Commission, now known as Prosper Portland.
Investments in venture capital, such as an Investment in Oregon Venture Fund, can be an important element of a client’s portfolio as they have the potential to garner significant returns due to the early risk that investors take. Because investments in early-stage companies are not typically correlated with the public market, they can also reduce overall portfolio risk through diversification benefits.
“The opportunity for our clients to invest in Oregon’s future in such a well juried and supported structure is impressive. Investing back in a well considered series of companies appeals to the entrepreneurial spirit of many of our clients and in their desire to support individuals embarking in new directions, even considering the inherent risks involved.“
We greatly appreciate being added to Coldstream Wealth Management’s approved list for their clients and look forward to increasing awareness about the entrepreneurs in our region who are launching and leading world-class companies.
If you are interested in learning more about Coldstream Wealth Management, please contact Mark Rosenbaum. OVF is in its 17th year of backing Oregon and Southern Washington-based startups. The OVF XV Fund is currently open to accredited investors. For more information, please contact Melissa Freeman, Director of Capital Raising and Investor Relations, at 503-539-8021 or Melissa@oregonventurefund.com.