When you work with us, you get more than just a money manager — we become a supporting partner of your not-for-profit organization. In fact, with our specially reduced fee structure, we give a percentage of our fee back to you. It’s just another way Genesee Valley Trust Company invests in our community and partners with our clients.
Working with a local firm means you get more attention — in fact, the responsibility for the partnership is shared by the entire GVT team.
We can work as an extension of your finance committee to design an efficient, effective investment policy:
- We meet with you personally to assess your needs based on your organization’s unique situation and mission
- Then we create an optimized asset allocation that’s consistent with your policy statement
- Your optimized asset allocation is then implemented using our proprietary, multi-manager approach
- In addition, as a New York State bank we’re authorized to act as a retirement plan trustee.
As your organization changes, we continually revisit the strategy to make sure your needs are being met for:
- Capital
- Fundraising
- Cash flow
- Future Growth