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
Investment Products:
Not FDIC Insured
No Bank Guaranty
May Lose Value
Get the right information: Select a Question or Concern below.
Emotional decisions have negatively impacted some of my investment decisions.
Who will take care of my family’s finances if I can’t?
My retirement savings and investing are not where they need to be.
Our non-profit needs more responsible management of its funds.
I run a successful business, but need help planning a successful retirement.
Mortgages
Our range of residential mortgages are maintained and serviced in-house-keeping our Vermont economy healthier. Check today’s rates and get started.
Merchants Trust Company
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.
52 Reasons
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.