2021 Update

Dear Clients and Friends,

We wanted to give you a brief overview of some industry news, educational resources and upcoming holiday closures for the start of the year. While the world may have stopped, we keep going strong! Do not hesitate to contact us at (503) 292-1041 if you have questions or would like to schedule a meeting.

Industry News:

Please feel free to check out some of the industry sites to keep updated with news and virtual events happening:

-        Association of Trust Organizations

-        Oregon Bankers Association

Educational Resources:

-        Vanguard: One of the world’s largest investment companies discuss the merits of staying invested, in this video.

Upcoming Holiday Closures:

-        Monday, January 18th

-        Monday, February 15th

We hope you all had a wonderful holiday season! Please make sure to check out our holiday video, which features some amazing dancing from Allen Trust Company employees.

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We also held our first ever virtual holiday party this year, which looked like a Zoom screen that we are all too familiar with.

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Thank you to our clients, business partners and all those we have the opportunity to connect with. We appreciate the opportunity to serve and work alongside you. We look forward to 2021.

Guest User