Searching for your nearest BMT.

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.

Leadership:

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