Newest Portfolio Manager

We would like to welcome our newest Portfolio Manager, Clinton S. McGarvin, to the Allen Trust Company team. Clint is a part of the investment team that covers Global Equities, Fixed Income and Real Estate Investment Trusts. He is involved in all aspects of managing client portfolios and has worked in the investment industry for more than 16 years with a strong track record of equity research, portfolio management, and client service.

Prior to joining Allen Trust Company, Clint served as a Portfolio Strategist for Frontier Asset Management where his responsibilities included managing the asset allocation process, mutual fund due diligence and writing commentaries about the capital markets and the economy. Before his time at Frontier Asset, Clint served as Head of Research for First Interstate Wealth Management in Billings, Montana where his responsibilities included equity research, stock selection, fixed income and economic research along with client portfolio management. He received his B.S in Mathematics from The University of Arizona and an MBA/MSF from The University of Denver Daniels College of Business.

Clint is a member of the Chartered Financial Analyst Society. Interests other than equity and economic research, Clint enjoys running, reading and spending time with his wife and two children.

WE WON… AGAIN

Since 2016, Allen Trust Company has been recognized in the edition of Chambers and Partners High Net Worth (HNW) guide, which honors the top lawyers and law firms for international private wealth in the United States and around the world. They also recommend the dominant accountant firms, private banks, wealth managers, trust companies and other professional advisers to high-net-worth individuals and clients.

 Chambers primarily focuses on the following topics in order to create the rankings: technical legal ability, client service, depth of team, commercial vision and business understanding, diligence, and a value for money. Despite a hectic year, we are proud to be recognized for our growth and client service. To find out more about the research, please see the methodology page.