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Fulton Bank

Commercial Investment Solutions

Proper investment planning can propel your business toward its objectives. We combine an informed perspective about your business with deep investment expertise to help you maximize return on your investments while mitigating risks.

Investment planning and solutions are offered through Fulton Financial Advisors, the investment division of Fulton Bank. As a client, you’ll have access to a broad range of services: 

  • Sophisticated investment management for short, intermediate and long term goals
  • Continuous monitoring of your investment objective
  • Regular face-to-face meetings to review investment performance
  • Socially conscious investing customized for your organization
  • Easy to understand statements and internet access to account information

Cash Reserve Investment Management

Equip your business with as investment plan that helps maximize ongoing cash flow management. Cash Reserve Investment Management (CRIM) is a liquidity management product, specifically used for the investment of monies not needed to fund your daily operating/working capital requirements. Our CRIM portfolio managers will work with you to customize a portfolio of investments that align with your financial goals, cash flow needs, and risk parameters. They will continue to keep you informed on how assets are being managed, review past performance, discuss current market trends, and analyze future investment objectives.

Corporate Trust

Bond Issue Services

The affiliate banks of Fulton Financial Corporation provide corporate trust services for issuers of debt instruments, most commonly tax-free municipal bonds issued by clients who are municipalities, school districts, and municipal authorities. We provide full control and complete record keeping for a debt instrument issuer.

Bond issue services include:

  • Indenture Trust
  • Transfer Agent
  • Paying Agent
  • Registrar
  • Defeasance Escrow Agent
  • Bondholder Reporting
Stock Transfer Services

For publicly traded corporations, including Fulton Financial Corporation, we provide stock transfer services for our client's common stock.

Stock transfer services include:

  • Stock Transfer Agent
  • Paying Agent
  • Registrar
  • Dividend Reinvestment Plan Agent
  • Shareholder Reporting

Charitable and Endowment Services

Develop a sound investment strategy that is focused around your non-profit organization's specific objectives for growth and income. Fulton Financial Advisors is a single source provider offering a consultative approach and wide range of services to meet the unique needs of charities, churches, endowments, foundations, and non-profit organizations.

To ensure success, our specialists provide experienced endowment governance, effective investment management with adherence to sound fiduciary principles, and expertise in Planning Giving Support. 

Connect with us.

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