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Endowment and Foundation Services

Secure a prosperous future for your organization with Simmons Bank Institutional Wealth.

  • Custom design asset allocation
  • Administration support

Find an Institutional Strategist

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The right partner for your organization

 

Endowments and foundations have unique needs and each face specific financial management and administrative challenges. For over 60 years Simmons Bank Institutional Services has provided tailored solutions to help endowments and foundations solve their unique challenges.

Our Comprehensive Endowment and Foundation Services Include:

  • Investment management services
  • Custom design asset allocation
  • Develop or update investment policy statement
  • Periodic portfolio performance updates for board or committees
  • Periodic economic updates for board or committees
  • Custody and safekeeping of assets
  • Administration support
  • Distributions
  • Bill and invoice processing
  • Scholarship administration assistance
  • 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