Avalon Trust Brings Independently Owned Investment and Trust Management Services to the Pacific NW
Industry: Financial Services
Investment Advisor and Trust Management Company Opens New Portland Location
Portland, OR (PRUnderground) September 26th, 2017
The Pacific Northwest has a new expert resource for investment and wealth management. Today, Avalon Trust announced the opening of its new Portland office–and welcomes Senior Vice President and Portland Office Director Charlie Dobson to its team.
Independent and employee-owned, Avalon, based in Santa Fe, NM, manages more than $1 Billion in assets. The company’s expertise includes corporate trustee and fiduciary services, estate planning, family business transition, Environmental, Social and Governance (ESG) investing, unique asset management, and guiding clients through every aspect of philanthropy.
While the problem-solving capabilities of larger financial institutions can be bound by inflexibility and red tape, Avalon offers a more agile solution. “Because Avalon is independent and small-by-design, we’re able to implement creative portfolio solutions that meet our clients’ needs and values. They’re impressed by our level of agility,” says Dobson.
The company itself is deeply involved in charitable giving, having supported more than 30 charities in 2016. “Portland is a city where we can add value in the community, as well as for our clients,” said Avalon Trust CEO Andy Wallerstein. “We see both philosophical alignment and significant market opportunity here.”
Dobson brings 30-plus years of experience to his role. Prior to Avalon, he was CEO of Dobson Asset Management, an investment advisory firm based in Portland for over 20 years. His long record of community involvement includes Friends of the Children, The Children’s Institute, I Have a Dream-Oregon, Carolyn Foundation, Beaverton Rotary Foundation and others.
For more information, visit https://www.avalontrust.com.
Contact Avalon’s Portland office at 503-417-0527.
About Avalon Trust
Avalon Trust was formed in 1998 to serve individuals and families who won’t settle for the off-the-shelf financial products offered by large institutions. Avalon delivers tailored solutions that maximize returns and clarify all aspects of clients’ personal wealth. Avalon provides a broad offering of creative, personalized services, tailored to individual needs. The company is headquartered in Santa Fe, NM, with additional offices in Portland, OR and the New York City area. Its leadership team includes partners Andy Wallerstein, CEO; Christine McDermott, CIO; and Julia Peters, Legal Counsel.
