Ashurst Perkins Coie Trust Company provides personalized investment management based on our clients’ financial goals, risk tolerance, liquidity needs, and tax situation. We develop a customized investment policy statement, construct portfolios aligned with client objectives, monitor performance, and rebalance as needed. Additionally, we routinely meet with clients to ensure portfolios remain consistent with evolving needs and goals.
Ashurst Perkins Coie Trust Company typically invests in high-quality U.S. equities and bonds, with funds used to diversify across other asset classes such as mid-cap, small-cap, international, emerging markets, real estate, and global infrastructure. We may rely on specialized external investment managers for larger portfolios that meet certain requirements.
Our investment approach emphasizes diversification, tax efficiency, low portfolio turnover, and a long-term focus. We use proprietary and third-party technology, portfolio analytics, and research to support investment decisions. We are committed to delivering personalized service for all our clients and supporting their unique needs and goals.
A 65-year-old couple retiring this year can expect to spend $330,000 on health care and medical expenses throughout retirement.
Source: Fidelity 2026
Ashurst Perkins Coie Trust Company publishes white papers and provides links to other sources on timely topics providing practical information that is important to our clients.
