Improving the legacy of donors
We work closely with you using our expertise to add value in solving the complexities of effectively meeting the objectives of your organization. Collaborating with a team of advisors to meet organizational goals is imperative for our team and joint success. We’ll integrate investment management, fiduciary services, governance advice, compliance, tax preparation, and reporting services to improve the operation of your organization. Services include:
- Consultation, implementation of investment policies and strategies
- Robust research resources
- Consolidated and objective performance reporting
- Insight and support on gift asset strategies
- Grant making services
- Fund accounting
- Regulatory and compliance reporting
Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.
Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.
Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.
All credit products are subject to the normal credit approval process.
Webster Bank, N.A. licenses the technology from its third party service vendor SEI Global Services, Inc. to support Webster Private Bank’s portfolio website. SEI Global Services, Inc. and Webster Private Bank are independent entities.