Wealth Management > Philanthropic Services > Foundations & Endowments

Managing Foundations and Endowments

Helping you to sustain your mission

Montecito Bank & Trust is deeply involved with the community, as demonstrated by the wide range of support we provide to many local foundations and endowments. We take a welcoming and widely inclusive approach, serving institutions that might not get the attention of other banks. Our services are comprehensive, covering everything from the development of investment policy statements to the hands-on management of portfolios.

Our flexibility and commitment to individualized service mean that we are able to design truly customized portfolios that support the missions of the foundations and endowments we serve. Our strategies are aimed at safeguarding and growing our clients' portfolios through broad diversification and quality investments that provide ongoing income streams.

All these services are provided personally – our clients understand exactly what we are doing for them because they speak directly with their portfolio managers. Of course, we also meet with boards on a quarterly basis to present and discuss detailed reports on the performance of their investments. This personal interaction helps our clients keep the volatility of today's markets in perspective.