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 and diversification are powerful tools for achieving an investment goal. A portfolio’s allocation among asset classes will determine a large proportion of its return – and the majority of its volatility risk. Broad diversification reduces a portfolio’s exposure to specific risks while providing opportunity to benefit from the markets’ current leaders.
Source: Vanguard
Employee retirement contribution plans such as 401(k), 403(b), and 457 have been in use for over 40 years and have become the predominant retirement savings vehicles for U.S. employees. The name of each plan refers to the section within the federal tax code for the Internal Revenue Service (IRS) that sets the laws of administration. […]