Nonprofits, foundations and endowments face unique financial management and administrative challenges. We can offer support through expert counsel and exceptional service that allows your leadership to focus on the organization’s mission.
Lakestone Bank & Trust's Wealth Management Group serves the comprehensive needs of mission-driven institutions with extensive investment management and advice, trustee and administrative services, and banking services. Organizations rely on our investment expertise, independent perspective and portfolio management to help grow, manage and protect the assets that allow them to carry out their missions.
Not FDIC Insured • No Bank Guarantee • May Lose Value • Not a deposit • Not insured by any Federal government agency.