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Not-for-Profits and Charitable Organizations Services

Tailored solutions for your mission.

  • Investment management services
  • Custom-designed asset allocation

Find an Institutional Wealth Strategist

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The right partner for your organization

 

Not-for-profit and Charitable Organizations have unique needs and face financial management and administrative challenges. For over 60 years, Simmons Bank Institutional Wealth Services has provided tailored solutions for these clients through empowered professionals who are committed to meeting and exceeding expectations.

Our services include:

  • Investment management services
  • Custom-designed asset allocation
  • Developing or updating investment policy statements
  • Custody/Safekeeping of assets
  • Periodic economic updates for board or committees
  • Administration support
  • Distributions
  • Gift Processing

  • {273} Insurance is offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC.

  • {275} Investment and Insurance Products are: Not a Deposit • Not FDIC Insured • Not Insured by Any Federal Government Agency • Not Bank Guaranteed • May Lose Value