This specialized service is designed to help non-profits, endowments, private foundations, and institutions effectively manage their financial assets and achieve their long-term financial goals.

Our Fidelity Bank Wealth Management advisors deliver a holistic investment office solution catered to nonprofits, endowments, private foundations, and institutions. Drawing on our combined administrative and investment experience, we bring valuable benefits to our clients. Our approach encompasses a fiduciary investment management process, in-depth portfolio reporting, efficient communication between Boards and Management, accurate and prompt distributions to beneficiaries, and active participation in shaping an Investment Policy Statement. When it comes to implementing this statement, we take a hands-on approach to constructing portfolios that align with risk and return objectives. We carefully consider factors such as time horizon, liquidity needs, tax implications, legal and regulatory requirements, and the unique circumstances of each organization.

*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency

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