Institutional Trust Services

Our Services

Institutional Trust Services

Foundations, endowments, and non-profit organizations have specific financial needs that demand objective management from a trust company who understands your organization’s unique position.

An account administrator and a portfolio manager work with you to determine the appropriate investment objective, examining all relevant factors such as liquidity needs, time horizon, risk tolerance, and any other special situations.

Better Results For Your Organization

How we help:

  • Custody and safekeeping of assets
  • Professional investment management
  • Performance measurement
  • Customized portfolios
  • Multiple statement and reporting solutions
  • Online access

Meet Our Institutional Trust Team

Lauren Gilbertson

Institutional Trust Officer

Somboon Jaiharn-Hamel

Institutional Trust Officer