Institutions | U.S. Trust

With a long history in supporting institutions, backed by the insights and due diligence of our Chief Investment Office, we offer a holistic approach to helping our clients strike a balance between your risk tolerance and growth objectives. Philanthropic Solutions at U.S. Trust can help address your organization's needs and provide ongoing guidance on industry-wide best practices in mission advancement, leadership development and fiduciary review and support.

Investment Management

Tailored investment solutions to support your organization's long-term mission.

Cash & Liquidity Management

Treasury management and fixed-income strategies to help optimize your cash flow.

Impact Investing

Investment solutions that help promote social and environmental change.

Specialized Foundation Services

Administering a foundation and related grants program requires experience, expertise and specialization

Board Governance & Leadership Development

Tools and strategies to help endowments and foundations demonstrate and execute sound business practices.

Employee Benefits Programs

Integrated retirement and benefits solutions.

Mission Advancement and Donor Strategies

Best practices to support your organization's approach to addressing community needs, data-driven decision making, and increased competition for the donor dollar.

Thought Leadership

Latest studies, thinking and ideas for your staff and board members.

Investing involves risk. There is always the potential of losing money when you invest in securities.

Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Credit and collateral subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.

U.S. Trust, B@nk of America Private Wealth Management operates through B@nk of America, N.A., and other subsidiaries of B@nk of America Corporation.

Connect with us: 1.800.U.S.TRUST Click to call

Investment products:

Are Not FDIC Insured

Are Not B@nk Guaranteed

May Lose Value

B@nk of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services.

Fiduciary standards or fiduciary duties do not apply, for example, when the B@nk is offering or providing credit solutions, B@nking, custody or brokerage products/services or referrals to other affiliates of the B@nk.

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