Home Account Access Allen Trust Company
Our Financial Partners

We orchestrate the creation of your custom portfolio using the following resources.



Northern Trust

TD Ameritrade, Inc

Charles Schwab


Mutual fund families (including institutional class shares)


T Rowe Price

Tax Free Trust of Oregon




Independent Research Providers


Standard & Poor


Value Line

Ford Equity Research

Grant's Interest Rate Observer

Reuters Provestor

Vickers Stock Research


Equities trading partners

Capital Institutional Services

TD Ameritrade, Inc

Schwab Institutional


Fixed income broker-dealers

Crews Associates

Financial Northeastern

Seattle Northwest

Schwab Institutional

Strand, Atkinson

BOSC, Inc.



Trust Sourcing Solutions



SEC - Securities Exchange Commission


Trust Accounting Software

Sungard (AddVantage)


Charitable Services resources

Crescendo software

OHSU Foundation

Planned Giving Design Center

Foundation Source


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"We don't sell products, we sell knowledge - but I think what really sets us apart as superior investment managers is our passion for each client's success." Stuart Allen

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