Guiding endowments and foundations forward

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As Institutional Consultants, we take the time to fully understand your organization, leadership, employees and culture. With our comprehensive platform of industry-leading corporate services and solutions, we provide a proven process that can help deliver a customized benefits plan. Talk to us about how our experience, resources and industry longevity can contribute to your company’s success today and in the future.


Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Raymond Schmidtke

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • GA
    • HI
    • ID
    • MT
    • NE
    • NY
    • OR
    • SC
    • TX
    • VA
    • WA
    Raymond C. Schmidtke Jr. has over 30 years of experience working in the capital markets. Ray graduated from the University of Washington in 1983 with a Bachelors degree in Economics. He attended the Executive MBA program at Pacific Lutheran University before joining Smith Barney in May of 1983. His work with Corporate Clients included Cash Management and participating in Smith Barney’s Middle Markets Group and Citigroup Global Markets Inc. As First Vice President - Investments he earned the designation as Retirement Plan Consultant with the firm.  In August of 2010, Ray joined UBS Financial Services, Inc. His work has continued as Senior Vice President – Wealth Management. He has earned a designation as Portfolio Manager within the UBS Portfolio Management Program. In 2014, he began working with Colin Simon to establish The Rainier Consulting Group which specializes in retirement plan consulting.

      • University of Washington, Bachelors in Economics
      • Retirement Plan Consultant
      1145 Broadway Plaza
      14th Floor
      Tacoma, WA 98402

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    Legacy—Wealth for others

    For needs that go beyond your own—to help you improve the lives of others

    What will your legacy be?
    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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