Customized investment solutions designed to help your institution succeed
Managing a foundation or an endowment is a complex endeavor and we understand the intricacies associated with it. Realizing no two clients are alike, you need the the right balance of short and long term planning, regular management and active investment oversight. With over 90 years experience in acting as fiduciary for individuals, nonprofits and institutions, we are equipped to help institutions with this important task.
- Investment Management
- Trustee Services
- Institutional Custody
- Cash Management
We offer professional asset management for high net worth clients and customized portfolios.
With the investment management expertise to keep your assets adequately diversified, your funds will be allocated in a way to help meet your financial goals. We work with you to create a customized investment strategy that not only meets your goals but also provides confidence according to your desired risk exposure. Based on your unique situation and appetite for risk, we execute your investments with a combination of both equity and fixed income strategies. The team's investment management strategies are planned and navigated by a deep bench of professionals with all investment decisions made by committee to ensure we consistently apply our disciplined process.
Your portfolio may include:
- individual, high-quality stocks
- mutual funds
- exchange traded funds (ETFs)
- government & agency bonds
- corporate bonds
- municipal bonds
Asset Allocation and diversification does not ensure against profit or loss.
Our professional team has extensive knowledge of the issues facing municipalities and nonprofit organizations today, as well as the critical importance of following fair and consistent procedures for investment management. We exercise the utmost good faith in our actions and abide by the highest standards of conduct in our role as a fiduciary, always keeping your institution's best interest in mind, not ours.