Corporate and Not-For-Profit Services

Customized strategies built around your organization's financial goals

TD Wealth provides investment management and administrative services for a range of organizations:

  • Corporations
  • Foundations
  • Endowments
  • Professional and trade associations
  • Healthcare entities
  • Educational institutions
  • Captive insurance companies
  • Other not-for-profit organizations

Our team is your team

Through a relationship-based model, our team provides integrated and customized strategies to help you address your organization's financial needs. You and your Relationship Manager will work closely with a dedicated team of experienced TD institutional specialists including:

  • Institutional investment advisor
  • Employee benefit plan specialist
  • Captive specialist
  • Corporate trust advisor
  • Custody administrator

We can also interact with your attorneys, accountants, tax advisors and other professionals as part of our collaborative and comprehensive approach.

Investment management and reporting

Whether your organization is a corporation with very liquid short-term goals or an entity with longer term and higher return goals, our team excels at creating investment solutions to meet your goals.

Our comprehensive investment capabilities include:

  • Investment Policy Statement review
  • Manager selection
  • Asset allocation
  • Reporting
  • Separately managed accounts, mutual funds, and ETFs (exchange-traded funds) to optimize cost and efficiency

Tailored solutions suitable to meet your short-term, project-oriented needs are also available through our brokerage solutions.

Other Corporate Services

Asset management

As a TD Wealth client, you'll have access to a range of strategies and solutions customized to address your organization's financial needs:

  • Asset management
  • Asset allocation strategies
  • Indexing investment programs
  • Investment policy statement review
  • Charitable gift annuity programs

Employee benefit plans

Meet your organization's goals and fulfill its regulatory responsibilities with help from your dedicated TD Wealth team. You'll receive expertise and asset allocation models, as well as insight into the legal and regulatory requirements impacting employee benefit plans.

A variety of investment management capabilities for your employee benefit plans are available including:

  • Defined benefit, including cash balance plans
  • VEBAs (voluntary employees' beneficiary association)
  • Employer-directed defined contribution plans
  • Workers compensation trusts
  • Deferred compensation plans
  • OPEB (other post-employment benefits) trusts

Corporate trust

Receive efficient, cost-effective and customized service from our industry-certified corporate trust advisors. As a national provider, TD Wealth currently services over a thousand debt issues with more than $22 billion in principal outstanding.1

In addition to assistance with transactions and bond financing, you can access a complete array of corporate trust and custody services:

  • Bond trustee
  • Bond registrar
  • Escrow agent/custodian

Captive Specialty Practice

Depending on the needs of your captive business, TD Wealth and its affiliates can assist you with a range of services based on your needs:

  • Investment management
  • Reg. 114 trusts/Reinsurance trusts
  • Custody services
  • Letters of credit2
  • Deposit solutions
  • Competitive pricing

You'll also work with our experienced team of specialists to access the statements and reports you need to manage your captive business.

About TD Wealth

Ranked as a national leader in institutional sales and service, TD Wealth represents over 1,000 debit issues with billions in principal amount outstanding. TD Wealth corporate clients benefit from the products, services and stability of TD Bank, one of the 10 largest banks in the U.S.

Discover what sets TD Wealth and the Private Client Group apart when it comes to institutional investment management and administrative services.

Learn more

Let's start the conversation

Our TD Wealth Advisors are available to provide you with advice to help you meet your financial goals.

1Data as of March 31, 2018.

2Treasury Management Pledge agreement with funds in custody with TD Bank, N.A.

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SECURITIES AND OTHER INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT; NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY TD BANK, N.A. OR ANY OF ITS AFFILIATES; AND, MAY BE SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF VALUE.

TD Investment Services (US) is an offering of TD Private Client Wealth, LLC, which is a wholly owned subsidiary of TD Bank N.A., member FDIC (TD Bank). TD Investment Services (US) provides its clients access to non-bank products and services.

Banking, investment and trust services are available through TD Bank N.A. Securities, investment advisory and brokerage products are available through TDPCW, a US Securities and Exchange Commission registered investment adviser and member FINRA/SIPC.

TD Automated Investing and TD Automated Investing Plus are digital platform offerings of TDPCW. High Net Worth and TD Investment Services (US) are fully managed account offerings available through TDPCW. Epoch Investment Partners, Inc. (Epoch) is a federally registered investment adviser that provide investment management services to TDPCW and TD Bank, N.A.

TD Bank, N.A., TDPCW, and Epoch are affiliates.

TD Wealth Management Services Inc., an insurance agency (TDWMSI), offers insurance products. TD Bank, N.A. and TDWMSI are affiliates.

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