Wealth Management for Institutions Advice and solutions that ensure financial growth while supporting your institution’s values.

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Innovative thinking

Our entrepreneurial spirit helps us think outside the box to bring you innovative solutions that address your challenges.

Diverse expertise

No matter what stage your institution, foundation or nonprofit is in, we have the expertise to help you grow and manage your assets.

Driven by values

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.

Wealth Management Services

Institutional Trusts

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

Investment Management

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

Employee Benefits & Retirement Planning

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

Philanthropy Services

Specialized philanthropic solutions for nonprofit endowments and foundations.

Escrow Services

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

Cadence Bank Podcast

On “In Good Companies” we put together our extensive knowledge to guide you through the forces shaping business today – inside and out.

Cadence Bank Podcast: In Good Companies
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