With a charitable endowment, we'll provide investment, administrative and custody services. This includes account of endowment and foundation funds, typically for tax-exempt organizations.
We'll take the worry out of the process by creating and managing an investment portfolio* that meets your group's unique objectives. Our comprehensive investment strategies utilize individual securities and mutual funds* to benefit individuals, organizations and corporations.
Our convenient custody accounts allow your organization to manage its own investments.
* Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.