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Media Mentions
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"A Roth IRA can be a Helpful Tool, but it
isn't for Everyone," Portland Business Journal (March 19, 2010)
▪
"Small Firms Snap Up Prominent Financial
Professionals," Portland Business Journal (February 5, 2010)
▪
"Sometimes, Heirs Just Don't Follow the
Family Tradition,"
Portland Business Journal (March 14, 2008)
▪
"Market Bears Down on Banks, Retailers,"
Portland Business Journal (January 25, 2008)
▪
"Building Personal Wealth: 2007 Top Financial
Advisors," BrainStormNW (March 2007)
▪
"Allen, Capital Pacific Team Up," Portland Business Journal (February
26, 2007)
▪
"Allen Trust Co.," Portland Business Journal (July 14, 2006)
▪
"A New Portland Cluster? Alternative
Investment.," Portland Business Journal (August 11, 2006)
▪
"Discover the College Charitable Gift Annuity,"
The Catlin Gabel Caller (Winter 2006)
▪
"Trust Protectors in Oregon: Co-Fiduciary or
Sleeping Lion?,"
Oregon Estate Planning and Administration Section Newsletter, Volume
XXIV, No. 1 (January 2007)
▪
"New Administrative Rule Clarifies Laws
Relative to Individuals Serving as Professional Fiduciaries,"
Oregon Estate Planning and Administration Section Newsletter, Volume
XXI, No. 1 (January 2004)
Releases
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Allen
Trust Company Adds New Member to Board of Directors (May 14, 2010)
▪
Structure Matters (November 2008)
▪
Allen Trust Company 2008 Anniversary Letter (May 2008)
▪
Allen Trust Company Adds New Assistant
Portfolio Manager (January 7, 2008)
▪
Allen Trust Company and Capital Pacific Bank
Announce Exclusive Strategic Alliance (February 27, 2007)
▪
Allen Trust Company Makes Board Appointment
(October 3, 2006)
▪
Fifth Anniversary Letter (July 20, 2006)
▪
Allen Trust Company Declares Independence with
Oregon Charter (May 12, 2006)
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