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Identity Theft is a crime that can wreak havoc on your life and finances. Click here to learn how to protect yourself with resources provided by Colorado Capital Bank.

Investment Management Services for Nonprofits

Our Private Wealth Management group offers a wide range of financial services specifically designed to help our institutional and nonprofit clients manage their assets prudently and effectively.  These services include managing endowment assets using customized risk-management strategies, providing long-term cash reserve planning, and helping to design and implement planned giving programs.

Our nationally-recognized investment management team can assist your organization in the following areas:

  • Establishing retirement plans for your employees, and providing ongoing education and support
  • Designing and managing a customized investment portfolio for your long-term endowment or foundation funds
  • Assisting your board in understanding and managing their fiduciary liability
  • Providing resources to help you develop cash-flow plans, investment policy statements, gift acceptance policies and planned-giving strategies

For further information about our Private Wealth Management services for nonprofits, please contact David A. Twibell, President of Private Wealth Management. Mr. Twibell can be reached in the Denver Metro area at 303.814.5545, in Colorado Springs at 719.482.7015 or at dtwibell@coloradocapitalbank.com.

 

 

 

 

 

 

 

 

 

 

 


Securities & Insurance: Not a Deposit | Not FDIC Insured | Not Insured by Any Federal Government Agency | Not Guaranteed by the Bank | May Go Down in Value | CCB Insurance Services, LLC is a subsidiary of Colorado Capital Bank.