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