Institutional Trust Services

 

We focus on delivering outstanding service to foundations, endowments, non-profit organizations, and businesses seeking objective investment management of their assets. Through our consultative approach to custody and investment management, we tailor our services to meet your needs.

An account administrator, along with a portfolio manager, will work with you to determine the appropriate investment objective by examining all relevant factors such as liquidity needs, time horizon, risk tolerance, and any other special situations. Once long-term objectives are set, we will select the appropriate asset allocation strategy. Our combination of expertise and technology enables us to provide a broad range of portfolio solutions.

Our services include:

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

To find out more on how we can assist you, contact one of our professionals at (605) 335-5180 or 800-553-7073.