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Foundations

F.N.B. Wealth Management has experience working with foundations to develop customized investment solutions consistent with goals and policies.

Strategies as Unique as You Are

Your foundation has financial objectives and F.N.B. Wealth Management seeks to help you get there. We understand the unique challenges you face and seek to work with you to plan for your financial goals. Our strategies are as unique as your foundation is and we work with you to plan practical solutions for immediate needs while developing a strategy to plan for your long-term goals.

Foundations

Cost-effective Solutions:

Your foundation is dedicated to a mission. We are dedicated to helping you plan for your financial objectives. F.N.B. Wealth Management has experience working with foundations. We develop an understanding of your unique needs and circumstances then work with you to implement an investment strategy that is consistent with the goals of the foundation. We seek to offer you cost-effective investment solutions and adjust investment strategies through economic cycles.

Local Professionals:

Our locally based investment professionals allow for on-demand access and individualized service. We offer online account access and electronic safekeeping of documents. Partner with an investment manager that’s as committed to your mission as you are. F.N.B. Wealth Management can help your foundation plan for its financial future.

Key Features:

  • Investment strategies
  • Flexible solutions
  • Experience with foundations
  • Access to locally-based professionals

Wealth Management Resources

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Notices & Disclosures

F.N.B Investment Advisors, Inc. is a federally registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about us is also available on the SEC’s website at https://www.adviserinfo.sec.govRedirect icon, using CRD # 109515 and SEC # 801-56609.

Products and services offered through F.N.B. Wealth Management. Investments are:  

Not FDIC Insured No Bank Guarantee May Lose Value
Not Insured by Any Federal Government Agency Not a Bank Deposit

F.N.B. Wealth Management does not provide legal, tax or accounting advice.

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