Corporate and Not-For-Profit Services

Customized strategies built around your organization's financial goals

TD Wealth provides investment management and administrative services for a range of organizations:

  • Corporations
  • Foundations
  • Endowments
  • Professional and trade associations
  • Healthcare entities
  • Educational institutions
  • Captive insurance companies
  • Other not-for-profit organizations

Our team is your team

Through a relationship-based model, our team provides integrated and customized strategies to help you address your organization's financial needs. You and your Relationship Manager will work closely with a dedicated team of experienced TD institutional specialists including:

  • Institutional investment advisor
  • Employee benefit plan specialist
  • Captive specialist
  • Corporate trust advisor
  • Custody administrator

We can also interact with your attorneys, accountants, tax advisors and other professionals as part of our collaborative and comprehensive approach.

Investment management and reporting

Whether your organization is a corporation with very liquid short-term goals or an entity with longer term and higher return goals, our team excels at creating investment solutions to meet your goals.

Our comprehensive investment capabilities include:

  • Investment Policy Statement review
  • Manager selection
  • Asset allocation
  • Reporting
  • Separately managed accounts, mutual funds, and ETFs (exchange-traded funds) to optimize cost and efficiency

Tailored solutions suitable to meet your short-term, project-oriented needs are also available through our brokerage solutions.

Other Corporate Services

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About TD Wealth

Ranked as a national leader in institutional sales and service, TD Wealth represents over 1,000 debit issues with billions in principal amount outstanding. TD Wealth corporate clients benefit from the products, services and stability of TD Bank, one of the 10 largest banks in the U.S.

Discover what sets TD Wealth and the Private Client Group apart when it comes to institutional investment management and administrative services.

Let's start the conversation

Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.

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The content contained here should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. The products and services presented here are not suitable for all investors. Particular investment or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Readers are urged to seek professional advice with respect to their specific financial, legal, tax, trading or investment matters.

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Investing involves risk: Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Asset allocation/diversification/rebalancing do not guarantee a profit or protect against a loss. Past performance is not a guarantee of future results.

Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, prepayment risk, and inflation risk. Corporate debt securities are subject to the risk of the issuer’s inability to meet principal and interest payments on the obligation and may also be subject to price volatility due to factors such as interest rate sensitivity, market perception of the creditworthiness of the issuer and general market liquidity. High yield, lower-rated securities are subject to additional risks such as increased risk of default and greater volatility because of the lower credit quality of the issues. Interest on municipal bonds is generally exempt from federal tax. However, some bonds may be subject to the alternative minimum tax and/or state or local taxes.

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