We are experienced in a wide variety of assets and have the necessary investment vehicles available to meet the goals and objectives of the grantor. D.A. Davidson Trust Company has the size and experience to effectively access a wide variety of investment vehicles. Whether it be individual stocks, bonds, mutual funds or common trust funds, our well-qualified and tenured staff will work together to ensure your objectives are met.
In addition to publicly traded investments, our clients often own assets such as real estate, closely-held business interests, and artwork. We call these investments unique assets. Preserving and growing the value of unique assets demands highly-specialized expertise. Should your family ever need assistance managing unique assets, D.A. Davidson Trust Company is here to help. Either through an in-house specialist or coordinating the services through external professionals, we offer the following services, among others:
- Real estate (including farm, ranchland, multi-family, and commercial)
- Closely-held businesses
- Oil, gas and mining
- Life insurance
- Intellectual property
- Loans and notes
- Tangible assets and collectibles