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
Businesses across Vermont choose to work with us for many reasons. We’re sharing 52 of those reasons throughout the year. Click here and see how many we have so far.
Our 4 Business Checking Accounts give you the option to find the account that best matches your business needs. Learn more.
Our range of residential mortgages are maintained and serviced in-house-keeping our Vermont economy healthier. Check today’s rates and get started.