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Fraternal Foundations

Fraternal foundations 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 fraternal foundations 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.

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

Investment Management

Endowments and foundations need much more than sound investment advice. They need an independent partner like AMG National Trust Bank that can help the investment committee understand and explore issues relevant to enhancing return and managing risk.

AMG customizes investment strategies for each organization it serves and takes a disciplined approach to investment management. We emphasize independent, unbiased investment recommendations; well-constructed investment policies; portfolio diversification; the importance of economic analysis in assessing investment opportunities; and frequent interaction between AMG advisors and investment-committee members.

AMG makes a wide range of investments, including alternative investments, available to non-profit institutions, endowments and foundations with significant wealth because diversification helps to control risk.

Endowments and foundations bear serious responsibility for prudent asset stewardship. An independent, unbiased investment advisor – one not motivated by commissions or personal gain – is essential to stewardship. AMG is a fee-only, independent firm that does not accept commissions for any recommendations.