WEALTH MANAGEMENT

Clients of Capital Pacific Bank seeking comprehensive asset management are well served by the Allen Trust Company. This is an organization that maintains a policy of local decision making and independent investment analysis. As a registered investment advisory, the firm offers a comprehensive range of investment services including stocks, bonds, mutual funds, and real estate (real property and REITs). Each portfolio is customized to meet client investment objectives.

  • Fiduciary services
  • Asset management and administration
  • Trust and escrow accounts
  • Charitable trust management

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