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NOT-FOR-PROFITS
- Endowment Management
- 403(b) & 401(k) Plans
At Genesee Valley Trust we do much more than provide financial services for not-for-profit organizations. Our entire team partners with human service and cultural organizations in the important work of enriching our community’s quality of life, acting as advocates for their causes as well as financial advisors and investment managers.
As professionals, we work closely with your Finance Committee to develop an effective investment strategy that integrates your organization’s unique circumstances and mission. Mindful of your needs for capital, fund-raising, cash flow and growth, GVT creates an optimized asset allocation that’s consistent with your policy statement. We implement that allocation using our proprietary, multi-manager approach. As testament to our commitment, we offer not-for-profit clients a preferred fee structure.
As an independent trust company, GVT is authorized to act as a retirement plan trustee. But we go a step further than most: As New York’s only Discretionary Trustee, we relieve your board of the fiduciary liability involved in selecting investment funds. Using our manager of managers implementation process for pension plans and our Fiduciary Asset PlacementSM process to identify best-of-class selections for 401(k) and 403(b) plans, we provide independent, unbiased solutions for which we accept full fiduciary responsibility.
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