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

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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 about our areas of specialization.
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Treasury 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 firm. We help you reduce your risk and protect your accounts and all with competitive pricing.

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Commercial Financing

As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.

LEARN MORE about Commercial financing.
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Wealth

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
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Commercial Insurance

In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.

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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 firm’s strategic goals.

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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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