Services for Foundations and Endowments

Foundations and Endowments

Investment manager: Our independent structure puts us in an ideal position for handling the investment needs of foundations and endowments. We are familiar with the perpetual time frame of these accounts and accustomed to working with boards of directors for investment oversight.

Custody plus

We have packaged core custody services--holding assets, collecting income, handling deposits and withdrawals, and reporting on them--with internet access to account assets and activity and investment performance reporting through Investment Scorecard™. This combination of reports and service provides foundation boards with key tools needed to exercise their fiduciary oversight.

Trustee & co-trustee

As for individuals, we can also serve as trustee or co-trustee of endowments or foundations.