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Institutional Wealth Services

Our experts provide innovative wealth management solutions while ensuring your financial growth supports the values on which your institution was built.

Institutional Wealth Services

At Cadence Bank, our culture is infused with an entrepreneurial spirit that helps us think outside the box, bringing innovative solutions to address your challenges. No matter what stage your institution, foundation or nonprofit is in, we have the expertise to help you grow and manage your assets.

 

Our experts can help you with all your institution’s wealth management needs – from strategic philanthropy services to investment management to escrow solutions, we will ensure your financial goals are aligned with the values important to your organization.

 

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Strategic Philanthropy Solutions

Philanthropy Services

Specialized philanthropic solutions for nonprofit endowments and foundations.

 

Institutional Trusts

Institutional Trusts

Sophisticated solutions that improve account efficiency, reduce costs, better leverage assets and simplify asset management.

 

Investment Management

Investment Management

Investment management services for your institution to support your short- and long-term financial goals. 

 

401k Administration

Employee Benefits and Retirement Plans

Customized retirement plan solutions tailored to the requirements of your business. 

 

Escrow Solutions

Escrow Solutions

Our Trust officers offer the responsiveness and flexibility to address your institution’s unique escrow challenges and opportunities.

 

 

INSURANCE AND INVESTMENT PRODUCTS:
Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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