Perkins Coie Trust Co.
Perkins Coie Trust Company is a Washington state-chartered trust company headquartered in Seattle. Founded in 2010 as a successor to earlier Perkins Coie fiduciary entities, the firm specializes in trust and estate administration, investment management, and financial planning services for high-net-worth individuals, families, personal investment portfolios, endowments, and private foundations. Operating as a wholly owned affiliate of Perkins Coie LLP, the company leverages over a century of legal and fiduciary expertise, offering tailored wealth strategies and holistic coordination across legal and financial planning needs. The firm employs a team of seasoned trust and investment professionals, and delivers services to clients across multiple locations in the United States.
Investment Strategy
Perkins Coie Trust Company's investment approach is fundamentally client-driven, focusing on each client's unique goals and life-cycle needs. The firm develops customized investment objectives and asset allocation strategies, constructing and monitoring diversified investment portfolios. It emphasizes regular communication and reassessment with clients to adapt strategies as circumstances change. The firm manages assets for trusts, estates, IRAs, endowments, personal investments, and private foundations, combining fiduciary responsibility with personalized and holistic financial planning, seeking to ensure client wealth is managed prudently over time.
Top Holdings
Equity Positions (289)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD FTSE DEVELOPED MKTS ETF | 8.56% | $45.5M | 759,289 | $45.50 | $59.92 | +$8.7M |
V VO | VANGUARD MID-CAP ETF | 7.67% | $40.8M | 138,848 | $202.78 | $293.74 | +$5.0M |
M MSFT | MICROSOFT CORP | 6.55% | $34.8M | 67,181 | $133.54 | $517.95 | +$3.8M |
A AAPL | APPLE INC | 5.03% | $26.7M | 104,923 | $77.53 | $254.63 | +$7.2M |
V VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 4.66% | $24.8M | 205,406 | $65.38 | $120.50 | +$1.9M |