Nonprofit Investment Services
Our team has extensive experience in helping nonprofit organizations with the very important task of investing their funds. We know how critical these investments are to your long-term financial health and we never take for granted the trust you have placed in us with this responsibility.
Our nonprofit clients appreciate our approach, which include the following services:
- Assistance in your Investment Policy Statement development and ongoing guidance for your Board
- Reduced fee schedules in order to provide more money for the important work of your organization
- Customized portfolios to meet the individual needs of your nonprofit
$50M
In assets under management for nonprofits
Retirement Services for Business
For you as an employer, the growing interest in retirement planning translates to a growing need to offer a high-quality plan. The plan you offer can help you protect what you’ve already built by rewarding and retaining your valuable and talented employees. That same plan can help provide you with an edge when it comes to attracting new high-caliber employees.
As a retirement plan provider, we know from experience what employers value most:
- High-quality and responsive service
- An operationally smooth process
- Quality investments from multiple fund companies
- Ongoing education for plan participants
- The latest technology
- A partnership when managing the fiduciary responsibilities that are entailed in sponsoring a plan
Custody Services
Northwest Bank’s Investment Management Group will help you deliver the Bank Sweep Manager® program to your customers with “perfection.”
We will serve as your third party custodian. As your third party custodian, we maintain possession of the pledged collateral as agent and on behalf of your customers. On a daily basis we compare your customers’ account balances and the aggregate balance of your marketable securities to ensure your account with us is adequately funded. Following this verification process will ensure that your clients are properly secured and in return you and your clients’ peace of mind that perfection is being achieved each and every day.
We will serve as a fiduciary. We have the fiduciary capacity to perfect security interest in the event of repurchaser default, thus providing your clients further peace of mind. In addition, this will help your organization be fully compliant, avoiding regulatory headaches.
In today’s market, every relationship is important and maintaining those relationships can be achieved by having the right products and the right tools. Our professional staff will perfect your customers’ interest in the securities pledged and at the end of the day, you and your customers will have a properly executed sweep arrangement!
Contact Our Team
Our highly qualified team of investment and trust professionals has over 150 years of financial management experience. If you are looking for a long-term financial partner that tailors investment services to your objectives, we invite you to contact anyone of our Investment Management Group team members.
Locations
Our Investment Management Team’s services are available at any of our locations.