Institutional Trust Services

Wealth Management

Institutional Trust Services

With a consultative approach to custody and investment management, we tailor our services for the specialized needs of foundations, endowments, non-profit organizations, and businesses that demand objective management of their financial assets.

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, and selecting the appropriate asset allocation strategy.

 

 

Better Results For Your Organization

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

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