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. With over $4 billion of assets under advisement, D.A. Davidson’s Asset Management and Trust Division 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