Investment Management
Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your unique goals.
Individuals & Families
Individuals, families, and business owners receive the personal touch of an investment boutique complemented by the resources of a large global firm. We’re driven by your vision, not commission or quotas.
Family Offices
Generational institutions like family offices and endowments can leverage our best-in-class custody capabilities and elite fiduciary knowledge to preserve wealth over the long haul. The cohesion of our integrated support system is unmatched.
Institutions
Our multi-dimensional expertise extends into non-profit organizations and pensions with complex needs that are always evolving. We’re committed to community, approaching financial challenges with a balanced perspective.
Our Solutions by Client Type:
Trusts & Estates
Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.
Fiduciary Services
Dedicated fiduciary services professionals with deep expertise in trust structures and services provide trust planning, consultation, implementation, and administration. We also manage communication with family members, beneficiaries, and advisors, remaining objective as we help you achieve objectives.
Investment Servicing & Information Management
Gain access to performance analytics, processing payments, tax-related support and more while feeling secure through our asset servicing capabilities.
Banking & Lending
Benefit from a personalized approach to your banking and credit needs, fully integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.
Discretionary Investment Outsourcing (OCIO)
To help your institution achieve its mission, we offer Outsourced Chief Investment Officer (OCIO) and advisory solutions.
Non-Discretionary Investment Advisory
With a Non-Discretionary Investment Advisory account, we'll make investment recommendations based on your needs, but ultimately you make the decision.
Planned Giving
As a non-profit organization, take advantage of our dedicated planning team for gift management, investment management solutions, and donor support.
Foundations & Endowments
We offer comprehensive solutions that integrate investment management, global custody and philanthropic expertise to help non-profits navigate an increasingly complex investment and regulatory environment and optimize their mission’s impact.
Ready to talk about what’s next?