About Our Firm
People make us who we are. Our philosophy is simple: When clients are happy, we’re happy. Making sure clients are taken care of is our main mission. West Coast Trust clients experience truly personalized service, which to us means taking the time to listen, tailor individual solutions and pay attention to the details.
Each client relationship is team managed by professionals with complimentary skills, many of whom have worked together for decades. To better serve our clients, members of our team have earned respected professional designations:
- Certified Trust and Financial Advisor (CTFA)
- Certified IRA and Retirement and Employee Benefit Specialists
- Juris Doctor (JD)
- Master of Business Administration (MBA)
- Certified Financial Planner™ (CFP)
Our clients are equally represented among our four business lines, and their assets are invested in all major asset classes.
Disciplined Asset Management
Our proprietary process has a proven track record of performance and dictates that we accept no compensation from managers or mutual funds. Our discipline ensures consistency and repeatability among our client accounts.
Clients and their professional advisors have ready access to decision makers, and our size lends itself to flexibility and quick responses. We are committed to the belief that investment and trust services are best delivered face-to-face.
The professionals at West Coast Trust, many of whom average over 20 years in the business, believe that our team-based approach to decision making results in better solutions to the investment and trust needs of their clients.
We operate in your time zone, offering investment and trust services in Oregon and Washington.
Contact us today. We’d love to demonstrate these strengths to you.