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About Us

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 and Alaska.

Allen Trust Company was founded on the principles of being local, remaining independent, and delivering outstanding personal service to individuals, families and charitable organizations. Our three principle lines of business are trust services, investment management and financial planning. Since its founding, Allen Trust Company has assembled a team of professionals possessing extensive experience in the trust, legal, investment, real estate and financial and charitable planning industries.

Allen Trust Company has no interest in participating in any mergers or acquisitions.

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.

Allen Trust Company is financially stable. Stuart and Sarah Allen own 100% of the common stock in Allen Trust Company, Inc. and 100% of the membership units of Allen Capital Management, LLC. Pursuant to ORS 707.050 and in order to receive its charter, Allen Trust Company satisfied its obligation to have initial paid in capital of $1.5 million. In addition, pursuant to ORS 709.030 we currently have pledged over one million dollars to the Oregon Director of Consumer and Business Services.
 

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"Everyone here has a high level of technical skill, market knowledge, and discipline, enhanced by human understanding, good judgement, patience, and integrity." Stuart Allen

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