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.
Institutional Trust Services
- Investment Management
- Trustee Services
- Institutional Custody
- Cash Management
Trust & Investment Team
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.