Investment Management

Thrive in a changing economic environment.

Need to stay ahead of market trends and manage risk? We work as a partner to provide customized investment strategies aligned with your risk tolerance and investment policy to deliver consistent, long term results.

Contact an expert

Get in touch

Kevin Weeks
Head of Business Development

Data and analytics

Want to improve returns and efficiencies of your data? Explore our custodial accounting and in-depth portfolio analytics powered by ClearwaterTM.

Data and analytics benefits

  • Corporate and municipal credit surveillance
  • Accounting, risk, compliance and performance analytics
  • Asset safekeeping and custodial reporting
  • Ability to combine fixed income market knowledge and industry-leading portfolio analytics

Investment management for municipalities

As one of the nation’s few registered municipal advisory banks, we’ve built a reputation for delivering customized solutions for municipal bond proceeds. We also provide full investment management services for your general, operating and long-term reserve funds following your investment objective priorities.