Perkins Coie Trust Co. LLC

Perkins Coie Trust Co. LLC

Perkins Coie Trust Co. LLC

Date Founded



1201 Third Avenue,Suite 4900,Seattle, WA 98101-3099

Type of Company



Investment Services & Portfolio Management

Company Description

Perkins Coie Trust Co. applies the proven principles of asset allocation and tax-intelligent investing to properly diversify portfolios, manage risk and achieve optimal after-tax investment performance. The firm seeks attractively valued investment opportunities in high quality stocks, bonds and mutual funds across a full spectrum of geographic regions, sectors and specific industries.Based on the client's asset allocation strategy, Perkins Coie Trust typically invests the majority of each portfolio in a combination of high-quality large-cap US stocks and intermediate-term tax-exempt or taxable bonds (or comparable mutual funds for smaller portfolios). They use mutual funds for exposure to other asset classes such as mid-cap, small-cap and international or emerging market equities. Mutual funds are also employed for portfolio allocations to real assets such as commodities and real estate. For large portfolios with the capacity to meet minimum investment thresholds, the firm may utilize the services of external separate account investment advisors with specialized expertise in selected asset classes. External advisors including mutual fund managers are selected for consistent, superior historic returns, lower average expenses and other criteria and are carefully monitored on an ongoing basis. By maintaining low portfolio turnover, Perkins Coie Trust minimizes transaction costs and tax consequences. They focus on tax-efficient investment strategies, such as harvesting portfolio losses to offset gains and utilizing third party funds or managers with a history of tax-sensitivity.

Contact Data
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Executives & Employees

President & Chief Executive Officer

Risk Administrator

Chief Operating Officer

Chief Trust Officer

Trading & Portfolio Administrator

Trust Operations Administrator

Trust Administrator

Investment Administrator

Trust Operations Officer

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