The Merchants Bank Trust Department provides experienced strategic guidance to pursue and achieve financial goals. Since 1875, we have provided successful wealth management instruction, serving the needs of professionals, retirees, business owners and nonprofit organizations through highly personalized solutions.

We provide rich investment expertise and sophisticated investment guidance within the framework of a strong, flexible, and service-oriented community bank.

For Individuals & Families

Our approach to investment management begins with listening to our clients. Before any investment solution is recommended, we gain a thorough understanding of your motivations and purpose for investing, investment timelines, and risk tolerance. Based upon the results of this analysis, we create customized investment solutions and make recommendations on portfolio structure, asset allocation and investment types.

How We Help Individuals & Families

 

For Nonprofits and Endowment Funds

Today, nonprofit organizations face increasing and overwhelming challenges. Rising costs, cuts in government funding, increased competition for donations, volatile markets, low interest rates, capital market complexities, budgetary pressures and fiduciary liability concerns have led many institutions to outsource their investment management and oversight. Merchants Bank can efficiently and effectively assist nonprofit organizations navigate these challenges.

Our Trust team can also assist with endowment fund management, aligning our investment strategy with your organization’s goals and ultimately maximizing the impact of your dollars. We understand how important it is to make the most of every gift given to your fund.

How We Help Nonprofits

Endowment Fund Management