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.

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Get in touch

Karl Wilson
National Sales Manager

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.