To help you achieve the most from your assets, we have formed a strategic alliance that pairs unsurpassed business banking services from Capital Pacific Bank with unparalleled trust and investment management services from Allen Trust Company. As a result, you can now take advantage of a full range of complementary financial services typically available only from large regional or national organizations.

Strategic alliance with Allen Trust Company provides
exceptional trust and investment management services.

Founded by Oregon native Stuart Allen, Allen Trust Company is the only locally owned and operated trust company in the state. Allen Trust Company provides tailored financial services to trusts, charitable organizations and individuals seeking comprehensive asset management. Customized portfolios, local decision making and independent investment analysis are hallmarks of the Allen Trust Company approach.

Allen Trust Company offers a full range of trust services.

• Fiduciary services — trustee, conservator and personal representative
• Asset management and administration — trust and escrow accounts
• Charitable services —management of charitable trusts for individuals, as well as investment and advisory support for charitable organizations

Through its registered investment advisory, Allen Capital Management, you also have access to a complete line of investment services with customized portfolios, including stocks, bonds, mutual funds and real estate (real property and REITs).

A winning combination.

Thanks to the strategic alliance between Capital Pacific Bank and Allen Trust Company, the full resources of two “best in class” financial services companies now work together for you. From business banking to trust and investment management, you’ll enjoy personalized financial advice and exceptional service from local organizations committed to the local community.