Our Fidelity Bank Wealth Management advisors deliver a holistic investment office solution catered to nonprofits, endowments, private foundations, and institutions. Drawing on our combined administrative and investment experience, we bring valuable benefits to our clients. Our approach encompasses a fiduciary investment management process, in-depth portfolio reporting, efficient communication between Boards and Management, accurate and prompt distributions to beneficiaries, and active participation in shaping an Investment Policy Statement. When it comes to implementing this statement, we take a hands-on approach to constructing portfolios that align with risk and return objectives. We carefully consider factors such as time horizon, liquidity needs, tax implications, legal and regulatory requirements, and the unique circumstances of each organization.