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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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Asset Management
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Employee Benefit Plans
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Corporate Trust
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Captive Specialty Practice
Asset management
As a TD Wealth client, you'll have access to a range of strategies and solutions customized to address your organization's financial needs:
- Asset management
- Asset allocation strategies
- Indexing investment programs
- Investment policy statement review
- Charitable gift annuity programs
Employee benefit plans
Meet your organization's goals and fulfill its regulatory responsibilities with help from your dedicated TD Wealth team. You'll receive expertise and asset allocation models, as well as insight into the legal and regulatory requirements impacting employee benefit plans.
A variety of investment management capabilities for your employee benefit plans are available including:
- Defined benefit, including cash balance plans
- VEBAs (voluntary employees' beneficiary association)
- Employer-directed defined contribution plans
- Workers compensation trusts
- Deferred compensation plans
- OPEB (other post-employment benefits) trusts
Corporate trust
Receive efficient, cost-effective and customized service from our industry-certified corporate trust advisors. As a national provider, TD Wealth currently services over a thousand debt issues with more than $22 billion in principal outstanding.1
In addition to assistance with transactions and bond financing, you can access a complete array of corporate trust and custody services:
- Bond trustee
- Bond registrar
- Escrow agent/custodian
Captive Specialty Practice
Depending on the needs of your captive business, TD Wealth and its affiliates can assist you with a range of services based on your needs:
- Investment management
- Reg. 114 trusts/Reinsurance trusts
- Custody services
- Letters of credit2
- Deposit solutions
- Competitive pricing
You'll also work with our experienced team of specialists to access the statements and reports you need to manage your captive business.
Let's start the conversation
Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.