Trust Services for Institutions

With our institutional clients, we make frequent presentations to Boards of Directors regarding investments — we field questions, consult on investment policies, analyze and explain report data and discuss the assets as they conform to the investment policy.

Is SVA Plumb Trust Company right for your organization?

SVA Plumb Trust Company serves many types of institutional clients including university and healthcare foundations and endowments, insurance company reserve accounts and private foundations. For institutional clients interested in using mutual funds for their foundations, our minimum account size is $500,000. For those interested in employing individual securities, our minimum account size is $1,000,000.

Services

• Custody
• Investment Management
• Flexible reporting
• Performance tracking
• Contribution processing
• Acceptance of gift and gift valuations
• Assistance with creation, review, and revisions of investment policies
• Coordination with lawyers and accountants
• Consulting services
• Consultation with individual donors or plan participants

Additional SVA Plumb Financial Services

• Financial Planning
• Investment Management
• Retirement Planning for Individuals
• Retirement Planning for Businesses