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Our Approach

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Our advisors combine a blend of experience and knowledge with leading technology to ensure we meet your organization’s short and long-term goals.

You'll gain a local strategic business partner who understands how your organization operates and employs strategies that include:

  • Taking a holistic approach to creating an overall financial, investment and risk management program for your organization
  • Using leading technology to create customized programs for you that are transparent and agile
  • Engaging with you as a strategic business partner rather than simply an advisor, regardless of the complexity of your organization
  • Providing access to advisors that specialize in the not-for-profit, foundation and endowment, hospital and senior living community sectors

How We Can Help

Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.

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Areas of Specialization

We have a team of experienced wealth advisors that specializes in working with foundations, endowments, hospitals and senior living communities. Fulfilling the mission of your organization calls for committed employees, involved volunteers and sound strategic planning.

LEARN MORE Learn more about our areas of specialization.
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Cash Management

We offer personalized service and solutions with a consultative approach to help you improve your company’s funds availability, cash forecasting and audit control by placing money where it can be used best for your business. Reduce your risk and protect your accounts, all with competitive pricing.

LEARN MORE about Cash Management.
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Business Financing

As a business owner, you may aspire to expand your company or acquire new equipment. Make your dreams a reality with our flexible financing options for businesses.

Learn More about business financing options.
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A solid investment program ensures the vitality of your organization and its financial well-being. Our advisors work closely with you on:

  • Risk budgeting and asset allocation
  • Asset class strategy and portfolio construction
  • Manager selection and evaluation/investment research
  • Investment policy
  • Trustee and board education
  • Custodian reviews
LEARN MORE Learn more about our areas of specialization.
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Business Insurance

In the current environment of rising litigation costs, your business needs a proven risk management partner to keep you informed of changing regulations. We can help you understand how these changing regulations may impact your business in order to develop and maintain a comprehensive business insurance program. 

Learn More about business insurance options.
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Employee Benefits

With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your company’s strategic goals.

LEARN MORE about Employee Benefits.
Steve Backus
Steve Backus, VP Client Advisor

Your Trusted Advisor

Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your company while minimizing risk.

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