Institutional Investment Management

As a community bank, DNB First is dedicated to helping non-profit organizations maximize financial resources to meet their financial objectives. Our dedicated team of professionals has industry experience in working hand-in-hand with governing committees and boards to create investment solutions that meet their unique timeframe and risk tolerance.

We offer –

  • Timely communications on the performance of the investment portfolio and the general economic environment
  • Asset allocation, diversification and rebalancing
  • Personal contact with an experienced investment Portfolio Manager assigned to your relationship
  • Access to most sophisticated money managers in the country through our rigorous and robust money manager selection process

For more information, call 484-359-3575.