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Trust & Investment Services Links

New Medford Trust Office
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Additional Trust & Investment Information
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Traditional Trust Services
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Frequently Asked Questions
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Meet our Staff
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Trust Client Login
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Brokerage Services Links

Additional Brokerage Information
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Meet our Principal Broker & Client Login
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wealth management
trust services

Using a personal and individualized approach, trust client relationships are managed with integrity and with complete confidentiality. Portfolios are designed to achieve your investment objectives while being sensitive to your risk tolerance level and particular life issues.

We may act as sole trustee, co-trustee, successor trustee or as an investment agent. We specialize in estate settlement. We also take on such duties as bill paying and the organization of tax information for our clients and can act as the personal representative of your estate.

Oregon Pacific Bank clients, click the following link for Trust Client Login (external link)

Former South Valley Bank and Trust clients, click the following link for existing PAL Portfolio Account Link (external link)


Many of the products are NOT FDIC insured, are NOT
guaranteed by the Bank and are subject to loss of principal.