We serve the investment and cash management needs of corporate clients and not-for-profit organizations. Your relationship manager is your liaison to portfolio managers, brokers, and insurance, trust, credit, and mortgage specialists - whoever is needed to help you accomplish your goals.
We offer corporate trading in fixed-income securities, emerging market securities, and investment management portfolios. We provide employee benefits - defined benefit programs, defined contribution plans including 401(k) plans, 403(b) plans, and 529 plans, executive non-qualified deferred compensation plans, long-term health care and group life and disability plans. We have structured settlements available - annuities with tax advantages for personal injury claimants and their attorneys. On the deposits side, we can customize deposit products to address specific cash flow needs.
