Corporate Asset Management
Investment expertise that drives fiscal results
Without the right help, growing and leveraging an institutional investment portfolio can be daunting. It takes a deep understanding of the wide array of investment options available, and the benefits and challenges they bring. That's why the knowledge and experience our Institutional Trust Team brings is essential to creating a robust asset management strategy.
Our Institutional professionals have broad experience across the institutional sector, overseeing more than $4 billion in assets. And they bring deep knowledge of effective strategies to help achieve customized investment objectives—from asset preservation to capital growth and income generation. We offer:
- Investment consulting
- Asset management solutions (equity, fixed income or blended disciplines)
- Investment policy statement consultation and development
- Annual review of investment objectives and guidelines
- Online account access
Our approach to asset management is flexible and customized, so we can tailor fit it to your organization. It's also highly disciplined and based on thorough research and analysis as well as rigorous standards of risk management. The outcome for your institution is a strategy for long-term results based on information and insight, the measurement of risk and the evaluation of multiple managers and approaches. Our mission is to understand what your institution needs and find effective and responsible means of achieving it.
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