We provide investment management services by assigning a dedicated portfolio manager who works in partnership with your relationship manager and knows your investment policy requirements. Competitive Advantages include:

• Individual Client Attention – Rather than a one-portfolio-fits-all approach, we focus on individual, locally-based client service for customized portfolios.
• Open Investment Architecture – We offer many investment options including mutual funds, commodities, exchange traded funds and domestic/international equities and fixed income.
• Resource of a large financial institution – As one of the nation's leading financial institutions, we provide our clients with an in-house registered investment advisor, large pool of potential managers, trade execution and third-party research and data, all under one investment umbrella.
• Separately Managed Accounts (SMAs) – SMAs provide access to carefully selected money managers in order to add diversification that may enhance the overall performance of a portfolio.
• Unified Managed Accounts (UMAs) – UMAs combine holdings in SMAs with mutual funds, exchange-traded funds and bonds in a single, consolidated, customized account.
• Long-Standing Investment Experience – More than 90 years of investment management experience ensures the appropriate perspective in good times and in bad.
• Additional Offerings – We offer in-house services like securities lending, Money Center and FAF Advisors, Inc. to help you meet your policy's goals.

Learn more about how Institutional Trust & Custody can meet your needs:

Investment Management