Investment Management
Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you 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.
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.
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