Corporations
Investment management advice.
KeyBank Institutional Advisors provides a complete range of custody and administration services designed to meet the unique needs of corporate clients.
Areas of Expertise
- Design an investment policy and program customized to the organization
- Accurate and timely investment accounting
- In-depth, consolidated reporting
- Automated cash management through a wide range of investments
- Domestic and global custody services
Latest Articles and Insights
How 401(k) Pooled Employer Plans Can Mitigate Fiduciary Risk and Responsibilities
Employers that offer a 401(k) retirement plan to their employees take on significant fiduciary risk and responsibilities as well as administrative duties. These fiduciary responsibilities are often held personally by the senior executives/owners of an organization, so it is important for all involved to understand the roles and obligations in managing a single employer 401(k) plan.
KeyBank Institutional Advisors is the marketing name under which KeyBank National Association (KeyBank) offers investment management and fiduciary services to institutional clients.
KeyBank National Association is the Trustee of the KeyBank Multiple Investment Trust (the "MIT") for Employee Benefit Trusts and the KeyBank EB MaGIC® Fund. The KeyBank EB MaGIC® Fund is sub advised by Mellon Investment Corporation. Advisor receives a fee for their services. An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in these funds.
Banking and trust products are offered by KeyBank. All credit products are subject to collateral and/or credit approval, terms, conditions, and availability and subject to change.
When considering gift planning strategies, the donor should always consult with the donor's own legal, tax and financial advisors. KeyBank does not give legal advice.
Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.
Non-Deposit products are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY