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Institutional Trustee Services

Wide-ranging administrative functions are necessary to a foundation, endowment or nonprofit’s operation. When inefficient, they can drain precious resources from mission-focused work.

AMG National Trust Bank provides asset-custody and safekeeping services, as well as detailed performance reporting, so an organization can understand the resources at its disposal. We help organizations put short-term assets to work through deposit accounts, lending services and an excellent corporate cash-management suite. We streamline and handle distribution or donation processing and perform limited due diligence. We can also act as independent trustee for charitable trusts, helping organizations adhere to donor intent.

At every turn, AMG presents tools to complement our core investment- management services and increase your organization’s capacity to carry out its mission.

Investment products: Not FDIC insured • No bank guarantee • May lose value