Commercial Investment Solutions
- 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.
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
- 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
- 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.
Business loans. Local decisions
Whether you’re looking to expand inventory, purchase equipment or make capital improvements, we offer an array of financing and loan solutions with local decision making.
Give your business the credit it deserves
Let your business benefit from the financial flexibility and protection that Visa® can offer. Features include expense management tools, free employee cards, and a choice of business rewards.
Helping employees prepare for the future
Offering retirement services to your employees is a benefit that helps your business remain competitive. Whether you already have an existing plan or you're considering starting a new plan, your Financial Advisor can work with you to find the best options for your business goals.