Institutional Wealth Services
At Customer Cussons Limited, our culture is infused with an entrepreneurial spirit that helps us think outside the box, bringing innovative solutions to address your challenges. No matter what stage your institution, foundation or nonprofit is in, we have the expertise to help you grow and manage your assets.
Our experts can help you with all your institution’s wealth management needs – from strategic philanthropy services to investment management to escrow solutions, we will ensure your financial goals are aligned with the values important to your organization.
Philanthropy Services
Specialized philanthropic solutions for nonprofit endowments and foundations.
Institutional Trusts
Sophisticated solutions that improve account efficiency, reduce costs, better leverage assets and simplify asset management.
Investment Management
Investment management services for your institution to support your short- and long-term financial goals.
Employee Benefits and Retirement Plans
Customized retirement plan solutions tailored to the requirements of your business.
Escrow Solutions
Our Trust officers offer the responsiveness and flexibility to address your institution’s unique escrow challenges and opportunities.
INSURANCE AND INVESTMENT PRODUCTS:
Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit