| Over the past two and a half decades, Mandala has accrued extensive experience working with a broad range of financial services companies including banks, insurance companies, investment advisors, mutual funds and trusts. Mandala has most recently been retained by South Valley Bank and Trust, one of Oregon's most successful, privately held banks. SVB&T, recognized as one of the region's top business banks, is working with Mandala to strengthen |
its brand and its position in the marketplace. In addition, Mandala works with the Private Consulting Group, a Portland-based, wealth management firm. With account minimums of $25 million, this firm specializes in working with high-net-worth individuals and families throughout the United States. Our experience also includes a five-year tenure with Copper Mountain Trust a contrarian investment and trust firm in Portland.
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In addition, for several years prior to its acquisition in 1997, we were agency of record for John Alden Life Insurance Company a national health and life insurance provider. Other financial services’ clients included Crabbe Huson, a national mutual fund investment advisor and trust company and Sirach Capital Management, a Northwest-based investment management firm.
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