Solutions for Non-profits & Foundations
Our multi-asset class and multi-manager approach to portfolio construction aligns well with the investment objectives of your foundation or endowment. Key goals and objectives that our services support including the following:
- Fulfilling the fiduciary responsibility for prudent investment management
- Supporting both current and long-term spending needs and goals by balancing income and capital growth objectives
- Maximizing investment returns within a defined level of risk
- Preserving the long-term value of the investment assets
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Sign up for one of our free classes and get the knowledge you need to make smarter financial decisions.
Access your account, transfer money, check balances, pay bills and more from your smartphone or tablet. Free with Freedom Checking, Simply Checking, and Growth Checking.
MasterCard® Debit Card with complimentary fraud monitoring program. Pay bills, buy gas, groceries, gifts and more.