When corporations and public organizations thrive, the communities in which we serve thrive. That is important to us, so we are proud of the role we serve when working with institutions.

Local · Personal · Flexible

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Corporate & Public Funds

Whether it’s cash management, custody services, or investment management, we can service these types of entities in a variety of ways. Our scale allows us to do what any big investment shop could do, but better, because our “small-firm” culture allows us to be flexible and creative in finding solutions to meet the unique needs of corporations, municipalities, and non-profits.

We invite you to visit, meet our professionals, and start a secure financial future - now.


Unmatched personal attention is our hallmark. We make you a part of the process at every stage.

Meet Our Associates