With more than 230 years of experience, we serve the complex needs of non-profit organizations and pensions across the country. Our breadth and depth of resources is unparalleled, as are our dedication to and understanding of the unique issues these institutions face.
Exceptional non-profits deserve exceptional services. Reach out to learn how we might best serve yours.
Nothing we do is preconceived or preplanned. Everything is customized to meet your needs, whatever they may be.
Our dedicated team of experts has the know-how, insight and creativity to manage and grow your program.
We have a single goal – to understand and meet the needs of our non-profit and pension clients.
Best Private Bank for Customer Service in the United States 2019.1
Percentage of clients who responded they were "more than satisfied" with BNY Mellon Wealth Management.2
We are among the top financial institutions in the world when it comes to private-client assets under management.3
Global Private Banking Awards 2019- Financial Times publications Professional Wealth Management and The Banker
BNY Mellon Wealth Management's 2018 Client Satisfaction Survey
As of September 30, 2019
Reach out to learn how we might best serve yours.