Johnson Bank Wealth Management

Institutional Services

Foundations, Endowments & Non-Profit Organizations

Fulfilling the mission of your foundation, endowment or non-profit organization calls for committed employees, involved volunteers and savvy financial planning.

Johnson Bank is here for you. When it comes to managing your organization’s assets, balancing the needs of today with growth for tomorrow is crucial. Having the right investment partner can make all the difference.

Helping your organization succeed
just happens to be a passion of ours. 

Let Johnson Bank Help You

Develop an effective Investment Policy Statement (IPS) that reflects your specific budget, goals and spending 
Define realistic investment objectives and goals   Develop an asset allocation strategy 
Establish a means for your Board to oversee execution of ongoing investments and investment policies 


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Contact Us

You can also call 24/7 Customer Support - 888.769.3796
for your security, do not include private or confidential information

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