Endowment Fund Management

Anawon Trust manages numerous charitable and endowment funds for organizations throughout our community.

We will work with clients to develop an investment policy statement which will serve as the investment guidelines for the portfolio. It is important for us to understand the spending requirements and anticipate cash needs so frequent communication and meetings with investment committees are part of our service to this important client segment.

Anawon Trust has been a part of the community for a long time and as a division of Bristol County Savings Bank we’re planning to stay. We will work with you to ensure long-term strength and security for your organization through financial counsel and investment services that include:

  • Selection and monitoring of your portfolio
  • Custody and safekeeping of assets
  • Development and implementation of an Investment Policy Statement
  • On-going interaction with your organization's financial professionals or investment committee
  • Periodic statements reflecting all transactions and market value of assets
  • Online access to account information

We’ll offer these services to charitable funds and not-for-profit organizations at a reduced fee. It’s just one of the many ways we give something back to the community

Anawon Trust is a division of Bristol County Savings Bank, however, some trust activities may not be insured by the FDIC or the DIF; are not deposits or other obligations of, or guaranteed by Bristol County Savings Bank; are not insured by any Federal Government Agency; and are subject to investment risk, including possible loss of the principal amount invested.