Allen Capital Management

Allen Capital Management

  • 121 SW Morrison St Ste 875
  • Portland, Oregon
  • 97204

Description

Allen Trust Company was founded in 2001 and incorporated as a trust-only bank in Oregon in April 2006. The Company maintains its corporate headquarters in Portland, Oregon and is also licensed as a trust company in Washington. Allen Trust Company was founded on the principles of being local, independent, and delivering outstanding personal service to individuals, families and charitable organizations. Our three principle lines of business are trust services, investment management and charitable services.

Allen Capital Management is a companion company of Allen Trust Company and shares employees and office space. As an SEC-regulated Registered Investment Advisor, Allen Capital offers customized and comprehensive wealth management for a variety of clients including individuals, trusts, and private foundations.

Our mission is simple - to provide you with customized investment management offering you the comfort and security to focus on other worthy aspects of your life.

Products & services

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