Community Cares Investment Services
Non-profit organizations need to manage their investments and endowments for long-term performance. Our team of investment professionals can help.
Middleburg Bank is committed to helping non-profits maximize their financial resources. Through our affiliated company – Middleburg Investment Group – our team of investment professionals can provide a comprehensive solution that allows your organization to manage investments, endowments and even provide retirement plans for your employees.
Your non-profit can access a full range of financial products along with experienced financial consultants who can help your organization manage its investments. Investment products offered include stocks, bonds, mutual funds, fixed and variable annuities, U.S. Treasuries, tax-free municipal bonds and Federal Agency Securities.
We can also help your non-profit develop and execute planned giving programs such as charitable remainder trusts and charitable lead trusts.
Our expertise extends to endowment management, helping you manage financial resources for long-term success. We can provide a variety of investment choices for your endowment, including:
- Professional endowment management
- Disciplined asset allocation matched to your investment objectives
- Portfolio diversification for effective risk management
- Convenient, accessible online reporting
Employee Retirement Plans
By establishing a retirement program for your employees, you will not only be helping them plan for the future, but you will also attract and retain talented employees. We can create and manage 403(b) plans for employees of tax-exempt organizations and non-qualified deferred compensation plans for key employees within your organization.
Middleburg Bank has many other ways to help your non-profit get the most from your financial resources. Talk to us today to see how a committed partner can help your organization achieve its good works.
Securities offered through LPL Financial Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Middleburg Bank and Middleburg Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Products and services made available through LPL Financial are not insured by the FDIC or any other federal government agency and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.