Charitable Organizations & Other Not-for-Profits

You Have A Mission.
We Can Help.

Bank of Texas can help you manage, grow and protect your assets, so you can focus on your mission.
 
Let us:
- Maximize your impact
- Meet your fiduciary responsibilities
- Achieve your financial goals

Invested in Our Local Communities

Donation
3.16M
Donated
to United Way
Nonprofit
311
Employees serving
on nonprofit boards/committees
Volunteers
33,792
Total volunteer hours
by employees

Maximizing Your Impact

From financial sustainability guidance to investment and special asset management to cash and risk management services, we can help.

Meeting Your Fiduciary Responsibilities

The increasingly complex financial and fiduciary challenges facing organization boards today can seem daunting, even for the largest, most well-staffed institutions. That’s why many are relying on the experience and cost efficiencies Bank of Texas’s Outsourced Chief Investment Officer (OCIO) solution provides.
Not-for-profit

Achieving Your Financial Goals

Define roles and responsibilities (Investment Committee, Staff, OCIO)

Determine investment objectives

Establish and maintain investment policies and guidelines

Determine organization’s definition of risk

Establish risk management policies and guidelines

Focus on key risks during portfolio design and construction

Perform optimization analysis to determine strategic asset allocation targets

Implement near-term tactical asset allocation preferences

Provide daily discretionary management of portfolio

Research and select investment managers

Provide ongoing due diligence

Provide manager research reports and due diligence updates

Select performance benchmarks for portfolio and individual managers

Prepare ongoing performance reports and analysis

Monitor and prepare policy compliance reports

Tailored asset allocation and portfolio performance comparison with like organizations