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
Protect your reputation and reduce expenses. Choose from three levels of personal overdraft protection to help avoid the embarrassment of a declined transaction.
MasterCard® Debit Card with complimentary fraud monitoring program. Pay bills, buy gas, groceries, gifts and more.
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