Further your mission with a solid investment strategy.
From private or public foundations to university endowments, Alerus has experience with nonprofits of all causes and sizes. One thing holds true for all — the need to make smart decisions so your resources can have a greater impact in your community.
As your fiduciary partner, we treat your endowment with the care it deserves.
We can help you:
- Create an investment policy statement consistent with your organization’s objectives.
- Administer your charitable trust and gift annuities.
- Chart your education strategies with your donors.
Deposit products offered by Alerus Financial, N.A. Member FDIC.
Alerus Wealth Management provides products and services through Alerus Financial, N.A. (Alerus). Registered representatives of Alerus Securities may offer insurance and investment products through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Securities is a trade name of Alerus. Infinex and Alerus are not affiliated.
Investment and insurance products are:
NOT A DEPOSIT
NOT FDIC INSURED
NOT GUARANTEED BY BANK
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
MAY GO DOWN IN VALUE
The content available on this site is provided for informational purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. Alerus Financial, N.A. (Alerus) makes no representations or warranties as to the accuracy, completeness or timeliness of the information. Statements of fact are considered reliable but no representation or warranty is made as to their completeness or accuracy. The information should not be construed as legal or tax advice. Alerus does not provide legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.