Commercial Insurance

Do an internet search for Commercial Insurance, and you'll come up with 47 million hits. That's 47 million voices clamoring for your attention (and probably your business). So how do you separate the "can-do" organizations from the "me-too" noise? Choose the company with unparalleled expertise in safeguarding not only your assets, but also your best interests.

Employee Benefits

Looking for Employee Benefits that also benefit your company? That makes two of us. An independent firm that's more interested in creative solutions than in corporate mandates, The Partners Group is driven by an unyielding dedication to your success. Armed with the kind of expertise only 30 years of experience can bring, we use our depth, breadth and resources to enhance value. Control costs. And take work off your plate instead of heaping it on.

Private Client Services

Funny thing about success. The more you have, the more complicated life becomes. Especially when it comes to your finances. Too many choices, too little time, and the uncertainty of whether your wealth advisor truly is looking at the big picture can make it difficult to determine if your investment strategies are working. Or just generating paperwork. At The Partners Group, we have the resources, experience and expertise to help you get there. Wherever "there" may be for you.

Press Releases

See what’s new – and in the news – at The Partners Group.

Presentation Now Available from Our August Seminar Covering The Evolution of Employee Benefits: The Convergence of Health and Wealth

Learn about strategies for maximizing the core of your benefits offering and engaging the budget hot spots.

Learn the strategies employers and their providers can use to help drive better outcomes for their employees in the form of better readiness for retirement benefiting both the employer and employee. Common questions from employers who struggle with the business case for supporting their employees’ visions of retirement will be addressed. Each employer and employee population is unique, so understanding issues preventing retirement preparedness and acting accordingly is of great importance. Looking past the details and uncertainties of the Affordable Care Act, a big picture view helps hone in on how employers can address creating a solution to maximize their benefits budget and its positive impact on employees.

In This Seminar We Covered:

  • Employer strategies to increase readiness for retirement benefiting […]

Samantha Balin of The Partners Group has earned the Designation of Certified Insurance Counselor (CIC)

July 23, 2015 – The designation of Certified Insurance Counselor (CIC) has been conferred upon Samantha Balin, Personal Insurance Provider of The Partners Group in Bellevue, Washington. She has earned this designation through the successful completion of a rigorous insurance education program sponsored by the Society of Certified Insurance Counselors.

The announcement was made by Dr. William T. Hold, President of the Society of CIC, who conferred the designation on Balin in an official ceremony conducted recently at the Double Tree Guest Suited in Seattle.

The Society of CIC is a key member of The National Alliance for Insurance Education & Research, the nation’s pre-eminent provider of insurance and risk management education. The National Alliance conducts more than 2,500 programs annually, throughout all 50 states, Puerto Rico, and Mexico. Currently, more than 31,000 agents and […]

New Seminar on the Evolution of Employee Benefits: the Convergence of Health and Wealth

The Partners Group to Host a Seminar Focusing on Learning about Strategies for Maximizing the Core of your Benefits Offering and Engaging the Budget Hot Spots.

As part of its seminar series, The Partners Group announces a lunch seminar to be held on August 18th in Portland, OR from 12:00-1:30 pm. The seminar is entitled: Evolution of Employee Benefits: the Convergence of Health and Wealth.

We invite you to a discussion of strategies employers and their providers can use to help drive better outcomes for their employees in the form of better readiness for retirement benefiting both the employer and employee. We will answer common questions we get from employers who struggle with the business case for supporting their employees’ visions of retirement. Each employer and employee population is unique, so understanding issues preventing retirement preparedness and […]

The Partners Group is Pleased to Announce Benefits Partners is Now a Member of The Partners Group

The Same Team, Senior-Level Principal Engagement, and Focused Expertise…
And now with expanded capabilities, deeper expertise and enhanced analytics management

These are a few of the benefits resulting from the new affiliation between Benefit Partners and The Partners Group.

  • Comprehensive management of data and analytics
  • Broader resources for special projects
  • Deeper, focused expertise
  • Greater leverage with insurance carriers and other benefit providers
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Additionally, Brad Nantz has recently joined the executive staff to team up with Benefit Partners, by supporting and expanding this growing business that will continue to focus on meeting the needs of physician practices with employee benefits and insurance strategies.  Nantz is a seasoned veteran who has worked with three large national employee benefits carriers over the past 30 years; including MetLife, […]

The Partners Group Selected as One of the Best Companies to Work For in Washington

Bellevue, WA – July 2, 2015 – The Partners Group, a leading Northwest based provider of employee benefits, insurance and financial consulting services, is pleased to announce it has been selected as one of the best companies to work for in Washington. The “100 Best Companies to Work For” award is based solely on employee feedback.

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The Partners Group was selected by its employees who participated in an in-depth, anonymous, and extensive survey that focused on company qualities such as: values, execution, leadership and culture. According to Michael Romoser of the Seattle Business Magazine, “There are no judges for this program and no amount of PR, marketing or advertising… nothing a company can do to make the list besides foster fantastic work environments.” WorkplaceDynamics, LLP, a leading research firm on organizational health and employee engagement, conducts the employee survey […]

Brad Nantz Joins The Partners Group Executive Management Team

Portland, OR – June 25, 2015 – The Partners Group announces it has added Brad Nantz to its executive management team in Portland, OR. Nantz will team up with our newest member company, Benefit Partners, by supporting and expanding this growing business that focuses on meeting the needs of physician practices with employee benefits and insurance strategies.

Nantz is a seasoned veteran who has worked with three large national employee benefits carriers over the past 30 years; including MetLife, The Standard and Unum. Through his career Nantz has had progressive experience starting as a sales representative and working up to senior officer positions, including VP of National Accounts, VP of Operations, and VP of Sales. Rod Cruickshank, President and CEO of The Partners Group, said “I’ve known Brad for many years and […]

Rod Cruickshank of The Partners Group has been named Director of the Council of Employee Benefits Executives

June 12, 2015 – Rod Cruickshank, President and Chief Executive Officer at The Partners Group, has been named director of the Council of Employee Benefits Executives (CEBE), effective May 29, 2015.

CEBE is an advisory board of The Council of Insurance Agents & Brokers (CIAB) and was chartered in 2001 to represent the benefits business interests of The Council’s member firms. The advisory board is comprised of 30 benefits executives from leading brokers and consultants across the U.S. who guide The Council’s benefits-focused advocacy, business intelligence and peer-share forums, including the annual Employee Benefits Leadership Forum.
Rod Cruickshank said, “Being named director of CEBE is an honor for both myself and The Partners Group. I look forward to participating in the council and working to benefit the industry as a whole. ”

The Council of […]

Three Employees in the Business Consulting Division at The Partners Group Have Been Promoted

Pictured Above (from left to right):
Amber Rhemrev
, Analytics Manager; Adam Fuller, Senior Business Analyst;
Katherine Azurdia, Business Development Analyst

June 2, 2015 –Three team members of The Partners Group Business Consulting Division have been promoted as a result of their development into seasoned problem solvers: Amber Rhemrev to Analytics Manager, Adam Fuller to Senior Business Analyst, and Katherine Azurdia to Business Development Analyst.

As Analytics Manager, Amber Rhemrev will manage the processes between the TPG Employee Benefits Division and the Business Consulting Division, and will directly supervise staff on the Business Consulting team.  Case Escher, Managing Partner of the Business Consulting Division said “Amber Rhemrev’s promotion to Analytics Manager is a recognition of the role Amber has grown into over the past […]

Four Members from The Partners Group Investment Services Team Have Been Selected as 2015’s Five Star Professional Wealth Managers!

Group image of PCS Five Star Award Winners

Pictured Above (from left to right):
Doug Van Allen, CFP®
, Senior Financial Advisor, Partner; KC Mink, Board of Directors;
Sheryl Olson, ChFC® – Financial Planner, Partner; Lauren Reed, CFP®, Certified Financial Planner™

PORTLAND, OR (April 2015) – The recipients of the award are: KC Mink, Sheryl Olson, Lauren Reed and Doug Van Allen. Five Star Professionals partnered with Portland Monthly Magazine to recognize a select group of Portland area wealth managers who provide quality services to their clients.

The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with […]

New Seminar on Employee Retirement Plans

The Partners Group to Host Seminar on Corporate Employee Retirement Plans Covering Legislative Updates and Crucial Plan Design Options

PCS-Portland-Retirement-Planning-HR-As part of its seminar series, The Partners Group announces a breakfast seminar to be held on May 12th in Portland, OR, from 7:30-9:00 am entitled: The Lost Art of Retirement Plan Design – What Your Record Keeper Doesn’t Want You to Know.

This corporate retirement seminar is designed for Human Resource and Finance executives, business owners and plan trustees. Understanding what the retirement rules say is important and understanding how retirement rules affect your employer’s plan is even more important. This fast paced presentation highlights the potential ramifications of impending federal and state retirement initiatives. In addition, plan design issues and common concerns will be reviewed along with a frank discussion of why plan sponsors may […]

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Locations

Portland
11740 SW 68th Parkway, Suite 200
Portland, OR 97223
Phone: 503.241.9550
Toll Free: 800.434.4662

Bellevue
11225 SE 6th St., Suite 110
Bellevue, WA 98004
Phone: 425.455.5640
Toll Free: 877.455.5640

Lake Oswego
5 Centerpointe, Suite 500
Lake Oswego, OR 97035
Phone: 503.241.9550
Toll Free: 800.434.4662

Bend
730 SW Bonnett Way, Suite 3000
Bend, OR 97702
Phone: 458.206.2000
Toll Free: 800.434.4662

Bozeman
P.O. Box 4783
Bozeman, MT 59772
Phone: 406.539.5919
Toll Free: 800.434.4662

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