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
From lines of credit and cash back checking accounts to cash management and local decision making on loans. Learn more.
Whether it’s home improvement, education expenses or a vacation,
put your home’s equity to work for you. Apply online.
Our range of residential mortgages are maintained and serviced in-house-keeping our Vermont economy healthier. Check today’s rates and get started.