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

Tom Benz

Institutional Trust Manager

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Somboon Jaiharn-Hamel

Institutional Trust Officer

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