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Our Investment Approach

Select Portfolios

West Coast Trust builds and manages broadly diversified mutual fund portfolios for business owners, families, retirement plans, and charitable organizations.

Our management process for our Select Portfolios is a disciplined and unbiased approach toward portfolio construction. It includes attention to fundamental principles that have proven successful over the years. Selection of mutual fund managers includes screens for:


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Products and services are offered by West Coast Trust Company, Inc. an affiliate of West Coast Bank and a wholly owned subsidiary of West Coast Bancorp. The professionally managed investments of West Coast Trust Company are not a deposit; not FDIC insured; not insured by any government agency; not guaranteed by West Coast Bank; and are subject to investment risk, including the risks of a decline in value or potential loss of the entire investment.


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