Wealth Management

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Asset Management

Investing for Your Company

We have provided professional asset management services to institutional clients for over 175 years. We work with you to understand your financial needs and tailor an investment plan for you.

Our investment team has expertise across all asset classes and investment structures. Once we understand your financial needs, our team will construct an investment solution to ensure that your assets are invested properly.

Each relationship is guided by an advisor who will serve as your single point of contact. We strive to ensure that you and your colleagues are informed about decision making and performance. We are available to organize and conduct review meetings with your board of directors and finance committee members as frequently as you desire.

We are committed to providing your institution with solutions to help you meet your goals.

Strategic Focus
Strategic Focus

We work with you to identify your goals, then develop and implement strategies to help you achieve these.

Institutional Access
Institutional Access

Our clients benefit from our economies of scale, which affords us access to institutional fee arrangements, products, and services.

Sophisticated Reporting
Sophisticated Reporting

We have the capability to provide detailed reporting on all assets, including those held with other institutions.