Building Charitable Foundations

Partner with Busey Wealth Management for expert guidance on fulfilling your foundation's fiduciary and investment needs to the highest standard. Our experienced team offers unique insights and best practices tailored to your situation. We work closely with your board to craft a customized investment strategy rooted in strong principles for long-term success.

Our investment professionals will help your foundation determine the right investment approach. We'll assist in creating an Investment Policy Statement to outline objectives, asset allocation strategies, and guiding principles. With ongoing monitoring and performance reporting, we ensure your investments stay on track.

We provide continual advice, support, and education to your board members, ensuring consistency and protecting assets from market trends. Our wealth advisors can also help manage your cash flow efficiently.

At Busey Wealth Management, we're dedicated to supporting the communities we serve.