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Endowments & Foundations

Foundations, endowments and nonprofit organizations face unique financial management and administrative challenges. Your financial-services partner should understand these challenges and support you with expert counsel and exceptional service that allows your leadership to focus on the organization’s mission.

AMG National Trust Bank serves the comprehensive needs of mission-driven institutions with extensive investment management and advice, trustee and administrative services, and banking services. Organizations rely on our investment expertise, independent perspective and portfolio management to help grow, manage and protect the assets that allow them to carry out their missions.

Leverage your investment-management relationship to get powerful financial solutions from our expert advisors. After all, the real value in building your assets is how they allow your organization to serve the community.

Ballet photo: 35 Marian Faustino, CH Sarah Tallman, IBS, PH Amanda Tipton 2012.jpg – Marian Faustino in Sarah Tallman's, "In Between the Seams," Photo by Amanda Tipton

How can we help?
Call 800-999-2190 or email us


Fractional CFO Services

AMG National Trust Bank’s Fractional CFO group provides cost effective solutions that give you access to a talented finance team customized to fit the needs of your organization.  Engaged as an integral part of your leadership, AMG’s Fractional CFO team has the expertise to advise and execute for you at the operations level as well as the strategic level.

AMG’s technology acumen sets us apart from other companies as we have the ability to streamline processes and improve system integration. This gives you a clear look at the data you really need to make finance, investment and technology decisions.

Institutions work with AMG Fractional CFO to achieve the following results:

  • Receive relevant, actionable data for more informed and insightful decisions
  • Save time and money in financial transaction processing activities including AP, AR, invoicing and payroll
  • Optimize technology applications to streamline processes in order to maximize operating efficiencies

You can expect AMG’s team to deliver a solid foundation of accounting and controller functions, as well as data-driven recommendations and strategic advice that give you real information to make good decisions about managing your organization and furthering its mission.