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.

Our combination of expertise and technology enables us to provide a broad range of portfolio solutions:

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