Investment Management
Exceptional insights, extensive resources and active portfolio management come together in a tailored approach designed to help achieve your unique goals.
Centered Around Community
With more than 230 years of experience, we serve the complex needs of non-profit organizations and pensions across the country.
Unique Expertise
Our dedicated team of experts has the know-how, insight and creativity to manage and grow your program.
A Client-First Focus
We have a single goal—to understand and meet the needs of our non-profit and pension clients.
Investment Servicing & Information Management
Gain access to performance analytics, processing payments, tax-related support and more while feeling secure through our asset servicing capabilities.
Private Banking
Unite banking and borrowing with investing by working with an advisory team and a dedicated private banker.
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.
Endowments & Foundations Services
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.
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