Effective management of assets—whether in trusts, personal investment or tax-deferred and tax-exempt portfolios—requires both a disciplined investment process and customized planning for the unique circumstances of each and every client.
Perkins Coie Trust Company applies the proven principles of asset allocation and tax-intelligent investing to properly diversify portfolios, manage risk and achieve optimal after-tax investment performance. We seek attractively valued investment opportunities in high quality stocks, bonds and mutual funds across a full spectrum of geographic regions, sectors and specific industries. We tailor every portfolio to the objectives established by our clients whether for their retirement, their philanthropic interests or their heirs.
Perkins Coie Trust Company manages assets in trusts and estates and also provides investment advice to clients requiring management of their personal investment portfolios, individual retirement accounts, private foundations or endowments.
Asset allocation strategy is essential to attainment of financial objectives, but asset location—placing tax-inefficient investments in tax-advantaged accounts—may enhance after-tax performance. Tax-aware financial planning and tax-efficient portfolio construction may be of increasing importance with the prospect of potentially higher taxes.