Institutional Trusts — Expertise for Complex Trusts

Businesses, non-profits and municipal entities have complex financial needs. Cadence can deploy its trust specialists to develop and manage investment and financing strategies based on your organization’s particular objectives and market conditions.

For our institutional trust clients, we offer:

• Investment management, with a specialization in captive insurance
  
• Custodial services, such as investment execution, record keeping and asset safekeeping
• Cemetery trusts, rabbi trusts and non-qualified plans
• Corporate trustee
• Retirement services
• Escrow services on stock subscriptions, court settlements, property exchanges, mergers and acquisitions

Contact us to learn how our institutional trust services can manage and protect your company’s assets.