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Services » Institutions


For our institutional clients, we craft, implement, and oversee carefully designed strategies aimed at growing assets while maintaining effective risk management.

Not-for-Profit Institutions

Rely on experienced professionals

We have a rich history of working with not-for-profit institutions such as religious organizations, foundations, and endowments that provide important support for a variety of causes and require careful asset management to continue to provide funding over time. We gain a clear understanding of each organization’s objectives and develop investment policy statements that reflect the desired risk guidelines. We work with professional staff and boards to create and manage portfolios with appropriate levels of diversification, and keep these clients well-versed on the choices that have been made and portfolio performance. In addition, we can assist with the creation of spending policies, as organizations structure their annual distributions, and draw on our expertise in estate planning to help development staff in procuring planned gifts.

We also can meet many of the unique banking needs of our not-for-profit clients. Our bankers understand the special needs of nonprofit institutions for lending services, deposit management, and nonprofit checking and savings accounts. Learn More

Retirement Plan Services

Benefit your firm and your employees

We deliver objective, unbiased guidance to help employers create competitive, well-run plans, and to help employees maximize their financial advantage. This includes serving as an advisor to the plan sponsor with respect to investment policies, options, and plan design. Employee education of plan benefits is an important component of our offering.


Effectively manage risk and return

We have experience in managing a variety of business portfolios, from cash management portfolios to longer-term depreciation reserves. We bring our expertise in managing fixed income portfolios to bear on these investment strategies, selecting an appropriate combination of bonds to provide a well-diversified and risk-managed allocation. We also understand the special needs of insurance entities to match assets to liabilities within the framework of extensive regulatory standards.

We also offer a suite of commercial banking services to business clients in addition to investment management services. You’ll partner with an experienced commercial banker that is focused on developing innovative solutions to help drive your organization forward. These commercial banking services include lines of credit, term loans, commercial real estate loans, deposit management services, business checking and savings account, and business credit cards, all with convenient online and mobile access. Learn More