Institutional Advisory Services

Wealth Management’s Institutional Services delivers to our community nonprofit and charitable organizations, endowments, foundations and municipalities a customized approach to all financial needs.

Your institution is unique, and your financial partner should be, too. Our mission is to help you build and manage assets necessary to the accomplishment of your mission. We believe you are successful when you can access all the necessary, complementary services that deliver both cost and operational efficiency.

For almost 40 years, Wealth Management has been serving as fiduciary investment manager to institutional and nonprofit clients whose accounts range from $1 million to $50 million, and our average client tenure of 13 years speaks to our excellent retention record and stable client base that's growing rapidly. Our strong commitment to the communities that we serve, together with our reputation for service excellence, have contributed to the significant growth we have experienced as we expand into new markets.

We employ a consultative and comprehensive approach that matches strategic advice with the appropriate financial resources to help your organization build capacity, manage resources and deliver on its mission. Some of the benefits include:

• Additional fiduciary support
• Increased operational efficiency
• Reduced costs and staff burden
• Flexibility to meet spending timetable

Holistic Approach

Institutional Asset Management

Our clients and their best interests come first. As a fiduciary investment manager, Wealth Management is mindful of market risk and public accountability that comes with managing your assets. We incorporate an investment approach that can reduce risk and enhance cash flow. Each portfolio is constructed to align with your investment policy statement, spending cycle and distribution needs as well as current statutory requirements. From covering short-term obligations to investing for future and perpetual needs, we share our best thinking for protecting, enhancing and preserving the value of your assets.

Board Education and Staff Training

From assisting with board orientation to sharing best practices that enhance operational efficiency, Wealth Management provides access to significant resources that can support individual board and staff members in their individual and professional roles. We help our clients manage transition and opportunity efficiently and effectively.

Governance and Policy Guidance

We support a sound fiduciary and financial framework that promotes consistency of process and compliance with regulatory requirements. As your fiduciary partner, we will assist the board in developing the appropriate investment strategy, governance and policy review process.

Credit and Liquidity Management

Nonprofit and municipal institutions want simplified banking and access to advice to help manage cash and short term investment needs. We provide sophisticated credit solutions along with strategic investment advice that play a crucial role in creating a sound and efficient financial framework.  

Deposit and Treasury Services

No matter the size of your institution, our complete line of specialized business products and services can improve cash flow and reduce administrative efforts.