WEALTH MANAGEMENT

Clients of Capital Pacific Bank seeking comprehensive asset management are well served by an independent firm, the Allen Trust Company ("ATC"). This independent organization maintains a policy of local decision making and independent investment analysis. As a registered investment advisory, ATC offers a comprehensive range of investment services* including stocks, bonds, mutual funds, and real estate (real property and REITs). Each portfolio is customized to meet client investment objectives.

  • Fiduciary services*
  • Asset management and administration*
  • Trust and escrow accounts*
  • Charitable trust management*

* None of the products or services listed on this page are provided by Capital Pacific Bank.  It is important that you understand that these products:

  • Are not insured by the FDIC;
  • Are not a deposit or other obligation of, or guaranteed by, Capital Pacific Bank;
  • Are subject to investment risks, including possible loss of the principle amount invested.

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