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
Pay bills, check balances and transfer funds all from the convenience of your iPad. Our updated app gives you the convenient access you need. Download the latest version.
Whether it’s home improvement, education expenses or a vacation,
put your home’s equity to work for you. Apply online.
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.