MP
Monica Poveda
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Work Experience
Portfolio Manager
Present
Company Details
11-50 Employees
Allen Trust Company, a trust-only bank, is a Portland-based company with offices in Oregon, Washington and Alaska. In 2001, Stuart B. Allen founded the firm on the principles of being locally-owned, remaining independent, and providing highest-quality, personalized service. We provide tailored financial services to trusts, charitable organizations, and individuals seeking comprehensive asset management. Dedicated to meeting your financial goals with objectivity and flexibility, we nurture and protect your financial well-being.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
5000 Meadows Rd Suite 300 Lake Oswego, Oregon 97035, US
Keywords
Trust CompanyTrust ServicesFinancial PlanningInvestment ServicesRegistered Investment AdvisorWealth ManagementTrust AdministratioInvestment Management
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