FOUNDATIONS / ENDOWMENTS
Regardless of their size, charitable organizations need
support from investment professionals who understand the challenges and opportunities
of nonprofit entities. Our dedicated Relationship Managers deliver innovative
and creative solutions specific to the needs of your organization. We can
assist in the creation of customized reporting for board, investment committee,
or donor use. Our investment services offer a combination of experienced staff
who provide a higher level of personal attention, coupled with a full array of
both investment and custody capabilities and tools. The result to you is a more
efficient, trouble-free operation and a smooth relationship with your provider.
Our Investment Management Service includes a broad range of custody and reporting capabilities, plus:
- Assistance in identifying your goals and needs
- Guidance in development of both investment and spending policies
- Variety of strategies for managing your money to meet specific goals
- Ability to maximize returns within your stated risk tolerance
- Proven investment performance results
- Tested asset allocation process
For more information on custody services for nonprofit organizations, please see our Institutional Trust Services site.
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