Our knowledge of not-for-profits is unique. By design. In fact, we were founded on the belief that not only should we give back, but we should help those organizations that help make our community a better place.

Continuing in that tradition, we have developed a comprehensive approach to endowment management. Our unique solutions and knowledge of the ever-changing regulatory environment allow us to ease the unique challenges faced by not-for-profits.

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Unique Investment Solutions
As your partner, we work closely with your Investment Committee to develop an effective investment strategy that

  • incorporates your organization’s unique circumstances and mission
  • is mindful of your needs for cash flow and growth
  • creates an optimized asset allocation that’s consistent with your Investment Policy Statement
  • continually revisits your strategy to make sure your needs are being met

Innovative Resources
We closely monitor the ever changing regulatory needs of not-for-profit organizations and implement innovative solutions to meet those requirements, including:

  • a sub-accounting investment model that is specifically designed with the New York Prudent Management of Institutional Funds Act ("NYPMIFA") in mind.

We understand that the complexities of managing an endowment or foundation are unlike any other type of business. You answer not only to your donors, but also to the community you serve.

Find out why we are uniquely qualified to help you satisfy both.

Genesee Valley Trust, a fully owned subsidiary of Canandaigua National Corporation, merged into The Canandaigua National Bank and Trust Company. Together, Genesee Valley Trust and CNB Wealth Management have combined their resources to meet the needs of the clients and communities we serve.