Institutional Services

Counsel Trust is positioned and prepared to help your institution, nonprofit organization, endowment, or foundation benefit from an appropriate wealth-building opportunity.

"Every climb is not for every climber," says world-renowned climber Doug Robinson whose ascent on Ama Dablam — an impressive fang of ice and granite jutting 22,000 feet high off the base camp of Mt. Everest — was called "impossible" by Sir Edmund Hillary.

Nor is every investment for every investor. We’ll begin our relationship by listening to you and thoroughly understanding your institution’s mission, purpose, and goals. Then we put our investment experience and skill to work in an effort to achieve those goals, thereby securing organizational longevity.

But just as climbers know the safety and integrity of their hardware and trust their seasoned judgment as they feel the face of a mountain, so too our Counsel Trust team knows the challenges and mystique of market cycles.

Wealth management and client-driven investment consulting require a close and trusting relationship between an institution and its investment advisors. We remove barriers to fluid financial growth and develop a personal relationship with the people who are the pulse of the organization or institution.

What do we offer our institutional clients?

Expertise in investment management.
We provide you with balanced asset allocation and an investment portfolio that meets your objectives to build wealth under a variety of market conditions.

Planned giving services.
Our expertise gives you an operational edge through the outsourcing of administration of charitable trusts, charitable gift annuities, and pooled income funds.

Administrative services.
Specifically tailored to your needs, our services are for nonprofit organizations, as well as defined benefit and defined contribution retirement plans.

Specialized fiduciary services.
Our knowledge of regulatory requirements and commitment to due diligence pave the way for your institution’s growth and your employees’ confidence in employee benefit plans. Educational seminars and conferences. Communication is key to an institution’s success. We provide targeted communication materials for managers, boards, employees, and participants to keep everyone regularly informed.

Custody and trustee services.
Our extensive operational and investment expertise will ensure the preservation and accounting integrity of
your trust.

Regardless of your institution’s size and purpose, we are committed to and driven by your best interests.