About Us
Atherton Trust provides you with comprehensive trustee services including: Estate and Financial Planning, Tax Strategy and Accounting, Financial Analysis, Investments in Securities, Real Estate and Collectibles, Lending, Portfolio Management, Trustee and Family Advisory services. By integrating the services of our experts with yours, Atherton Trust acts in your best interest, with the highest standards of integrity and confidentiality, to maximize your investment portfolio and net worth.
We serve private clients and institutions, with comprehensive services that cannot be found in any other firm.
We are committed to:
- Providing you with advisors who are recognized amongst their peers for their integrity, knowledge and track record of producing results for their clients.
- Having an executive team and portfolio managers who average over 15 years of experience in selling, buying, managing and valuing investment portfolios.
- Partnering only with the premier firms in each specialty and the best advisors within those firms.
- Responsible portfolio management that demands diversification therefore, we provide our clients with a broad range of investment choices in securities, real estate, collectibles and insurance services.
- Having the best-educated clients therefore, we offer education to enable them to manage their advisors and assets more effectively.