Services
Whatever your mission, our team is here to ensure your assets are managed wisely.
Endowments, foundations and other mission-driven organizations carry a fiduciary responsibility to the people they serve. We provide the institutional investment management, custody and governance support that responsibility requires.
Institutional investment committees answer to boards, donors and the communities their organizations serve. We work as an extension of that committee — providing the research, reporting and fiduciary support that lets members make confident, well-documented decisions.
What we provide
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Investment management & OCIO services
From advisory support to full outsourced chief investment officer services, we tailor our involvement to how much your committee wants to delegate.
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Investment policy development
We help draft and maintain an investment policy statement that reflects your organization's spending needs, risk tolerance and mission.
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Custody & administrative services
Safekeeping, settlement and reporting for institutional assets, whether or not we also manage the investments.
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Committee & board support
We prepare materials, present performance reviews, and provide fiduciary education to help committee members meet their governance obligations.
Organizations we work with.
Who We Serve
Institutional needs vary by mission and structure. Here's how our support typically applies.
- We manage assets to balance current spending needs against the goal of preserving purchasing power for the future.
- Spending policy analysis helps boards set sustainable distribution rates.
- We support mission-aligned and responsible investing approaches where a board wants them.
- We provide investment management for operating reserves, endowment funds and planned giving programs.
- Reporting is structured to be clear for board members who may not have a finance background.
- We help organizations articulate and follow a values-aligned investment policy.
- Investment management for operating funds, capital reserves and scholarship endowments.
- Coordination with internal finance staff and outside auditors on reporting requirements.
- Support through capital campaigns and major facility or program investments.
- Investment management for public funds within applicable statutory investment guidelines.
- Transparent reporting suited to public accountability requirements.
- Custody and safekeeping services for public entity assets.
About Michi Trust Managers
Michi Trust Managers, N.A. is a nationally chartered trust bank, wholly owned by Michi Financial Holding Company. Michi Financial Holding Company is also the sole owner of Michi Trust Managers Delaware, a Delaware limited-purpose trust company. Both entities provide fiduciary and non-fiduciary services, including trustee, custodial, agency and investment management services, along with personal trust, retirement plan and family office services.
Michi Financial Holding Company and its subsidiaries do not provide legal, tax or accounting advice. Please consult your own advisors to determine how this information applies to your situation.