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Media Mentions

          “Allen Trust Company Praised for Private Wealth Prowess,” Northwest Weekly (July 2016)

          “Investing in a Disrupted World,” Portland Business Journal (July 2016)

          “Allen Trust Company Celebrates its 15th Anniversary,” Northwest Weekly (April 2016)

          “Allen Trust Company Welcomes New Financial Planner,” Northwest Weekly (January 2016)

          “Powerbook: Top Financial Planners & Money Managers,” Oregon Business (January 2016)

          “When Investing, It's Best to Focus on Control," Portland Business Journal (July 2015)

          “HB2349 Addresses Fiduciary Fee Disclosure,” Oregon State Bar Elder Law Newsletter (July 2015)

          "Sage Advice to Grads: Plan for a Successful Life," Northeast Oregon Now (June 2015)

          "Stuart Allen named first Hermiston High School Distinguished Alumnus Award Winner," Hermiston Herald (May 2015)

          "Interview: Julie C. Bryan, CFA, Portfolio Manager at Allen Capital Management," Orbex (March 2015)

          "Trust Company Takes Advantage of Alaska's Favorable Laws," Northwest Weekly (February 2015)

          "Voices: Bill Harris, on Finding Opportunities in European Stocks," Wall Street Journal (January 2015)

          "Powerbook: Top Financial Planners & Money Managers,” Oregon Business (January 2015)

          "Advice From 13 Portland Money Managers," excerpt, Portland Business Journal  (July 2013)

          "Allen Trust Company adds Alaska Office," Portland Business Journal  (November 2010)

          "A Roth IRA can be a Helpful Tool, but it isn't for Everyone," Portland Business Journal  (March 2010)

          "Small Firms Snap Up Prominent Financial Professionals," Portland Business Journal  (February 2010)

          "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

          Chambers HNW 2016 Honors Allen Trust Company (June 27, 2016)

          2016 Anniversary Letter (February 4, 2016)

          Allen Trust Company Adds Financial Planner (January 12, 2016)

          Allen Trust Company Named 2015 Wealth & Money Management Award Winner (August 14, 2015)

          Allen Trust Company Elects Two New Board Members (June 1, 2015)

          Kerry Tymchuk Elected to Allen Trust Company Board (February 26, 2015)

          Stuart Allen Elected to Association of Trust Organizations (ATO) Board (October 7, 2014)

          Allen Trust Company Adds Portfolio Manager (July 28, 2014)

          Allen Trust Company Adds Marketing Manager (June 17, 2014)

          Allen Trust Company Announces the addition of Vice President and Senior Trust Officer Kathleen M. Host, CTFA, CISP (May 8, 2012)

          Mid Year Update (July 12, 2011)

          Allen Trust Company Adds New Member to Board of Directors (May 14, 2010)

          Structure Matters (October 10, 2008)

 
"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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