The Community Foundation maintains agent agreements with a number of Trustee Banks, who provide trust and investment services for our component funds. Please contact the Foundation directly for assistance and for more information on the establishment of an agent agreement with the trustee of your choice.
Information regarding investment policies, investment managers and administrative fees is available upon request. Oversight of investments and compliance with policies is provided by the Foundation’s Board of Trustees.
- Huntington Bank
- LPL Financial
- McCoy Wealth Management, LLC
- McKinley Carter Wealth Services
- Monteverde Group
- Premier Bank & Trust
- Security National Trust Company
- United Bank
- WesBanco Bank, Inc.