U.S. Trust understands the complex needs of nonprofit institutions and has been a national leader in this space since 1853. In 2007, U.S. Trust joined the Bank of America Corporation, creating one of the longest-established, wealth and investment management firms in the country.
Bank of America’s Global Wealth & Investment Management division oversees $90 billion in philanthropic client assets. Of this, U.S. Trust manages over $40 billion in client assets, serving 5,000 institutional nonprofit client relationships and 2,000 private family foundations. The firm has extensive experience in delivering a unique set of portfolio management, advisory, strategic planning and administrative solutions to our clients. We serve a wide range of nonprofits across many sectors dedicated to:
- Arts, culture and the humanities
- Environmental and animal welfare
- Health care and human services
U.S. Trust has approximately 200 specialists located around the country offering an array of nonprofit governance, operational, fund-raising and grant-making experiences to fit your needs. When you work with U.S. Trust, you can expect a thoughtful, thorough approach delivered by a team assembled specifically for your institution. We begin with a comprehensive discernment of your institution’s mission and resources, and then tailor our investment solutions to help your institution pursue its goals. We further support our investment advice by providing you with guidance on industry wide best practices and devising customized solutions that are relevant to your institution. U.S. Trust’s investment management services to nonprofit clients are based on the industry’s strongest standard of prudence, loyalty and fiduciary standards.