With our institutional clients, we make frequent presentations to Boards of Directors regarding the investments; we field questions, consult on investment policies, analyze and explain report data, and discuss the assets as they conform to the investment policy.

Is Plumb Trust Company right for your organization?

Plumb Trust Company serves many types of institutional clients including university and healthcare foundations and endowments, insurance company reserve accounts, and private foundations. For institutional clients interested in using mutual funds for their investment vehicles, our minimum account size is $500,000; for those interested in employing individual securities, our minimum account size is $1,000,000.

Services

Pricing

Our institutional clients generally receive a 10% discount from our standard fee schedule .