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:
- 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
- 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
Employee Benefit Plans
Captive Specialty Practice
About TD Wealth
Discover what sets TD Wealth and the Private Client Group apart when it comes to institutional investment management and administrative services.
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