As part of the Private Client Group, Institutional Client Services provide a consultative approach, sophisticated tools, professional experience, and local management to add value to our clients' asset management, custody, or retirement services.
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Foundations and Endowments Specialized Services—Capital One can assist with the formulation of investment guidelines as well as investment management and support for planned giving programs. Our Foundation and Endowment Specialists work in consultation with our corporate giving staff to bring clients with mutual interests together whenever possible.
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Custodial Services—Capital One provides for the safekeeping of securities, settlement of trades, and the collection of dividends and interest. We also offer a strong combination of asset administration, escrow services and investment management.
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Retirement Services—Capital One's understanding, vision, and resources are the foundation of the retirement services we provide for your company and its employees. It is our policy to personally call on our clients to regularly review the progress and status of each portfolio. We also regularly meet with employees and other plan participants.
Call us toll-free at 1-866-442-3764
