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Institutional Services

Strength comes from great networks and best practices

You’re strongest when you have great networks and access to best practices. BMT Wealth Management helps make a strong organization accessible by offering networking and educational events for Board and staff, tailored trainings just for your organization, and a library of resources on timely issues.

How do we make our company more capable?

Institutional Advisory Services

Investment Expertise:

Nonprofits depend on BMT’s advice and implementation to meet mission goals – whether through an endowment, a trust, or other vehicles

Resources for Board and Staff:

Workshops, tailored training sessions for Board and staff, and our library on charitable issues are among the benefits of a BMT institutional relationship.

Learning Opportunities for Donors:

Gifting and tax concepts can be confusing. BMT helps you communicate clearly with your donors, offering seminars facilitated by industry leaders and powerful sessions for your best planned giving prospects.

A Networked Community:

Learning communities share what they know. BMT brings institutional clients together regularly to network, share best practices, spark collaboration and learn together.


In a rapidly changing environment, nonprofit clients have access to BMT’s best thinking and senior team whenever you need advice.

How we
support you

  • A Team Experienced in Advising Endowments & Foundations
  • Empowered collaborative approach to meeting your financial needs
  • Customized Investment Management

Tomorrow Starts Today