Our Services
Institutional Wealth Services
Foundations, endowments, and non-profit organizations have specific financial needs that demand objective management from a wealth management 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
