CWB Wealth manages over $500 million in assets for over 40 foundations, endowments and not‐for‐profit organizations across all sectors including educational, charitable, and fine arts, ranging in size from under $1 million to over $100 million.
Client Communication and Customized Reporting
We understand your organization has unique needs when it comes to your investment management requirements. We provide transparent, tailored communications and develop custom reporting in the various formats you may require. We also offer the following additional reports:
Working with you
As part of CWB Financial Group, we draw on our banking and trust partners to complement our planning, advisory and investment management services. Our team of specialists collaborate with you to understand your organization, equipping us to provide the best advice and solutions to support your group’s evolving needs. You will have a trusted advisor network, working hard to provide a seamless experience. From the ease of transactions to sharing knowledge and advice, and finding the best solutions to fit to your needs, we're committed to your success.
Our role is sensibly investing your money. We also provide additional services including learning sessions on investment basics, and writing and reviewing investment policy guidelines. Our extensive experience offers different perspectives on governance challenges faced by organizations. We share industry best practices and can also act as a sounding board for investments market views.