Residential Lending

  • Single-Family Mortgages

  • Vacation Home Mortgages

  • Co-Op and Condominium Loans

  • Home Equity Lines of Credit

  • Bridge Loans

  • Construction-to-Permanent Loans

  • Eagle Community Loans1

Personal Lending

  • Securities-Backed Loans

  • Unsecured Loans

  • Streamlined Loans and Lines of Credit 

  • Overdraft Lines of Credit

  • Professional Loan Programs to Help Partners and Employees Invest in Their Firm or Fund

  • Aircraft and Marine Financing

Commercial Real Estate Lending

  • Multifamily Property Loans

  • Mixed-Use Building Loans

  • Commercial Real Estate Loans

  • Construction and Renovation Loans

Checking, Savings, CDs (Deposits)

  • ATM Rebate Checking

  • Classic Checking

  • Basic Checking

  • Money Market Checking

  • Passbook Savings

  • Certificates of Deposit (CDs)

  • Traditional, Roth and SEP IRAs

  • Online and Mobile Banking

Business Banking

  • Business Lending With Industry Expertise

  • Lines of Credit and Term Loans

  • Owner-User Commercial Real Estate Loans

  • Streamlined Small Business Lending

  • Capital Call Lines

  • Professional Loan Programs to Help Partners and Employees Invest in Their Firm or Fund

  • Standby Letters of Credit

  • Business Analyzed Checking

  • Business Analyzed Checking With Protective Services

  • Simplified Business Checking

  • Business Interest Checking

  • Business Money Market Accounts

  • Multi-Client Management Accounts

  • Attorney Trust Accounts (IOLTA, IOTA, IOLA)

  • Business Escrow Services

  • Deposit Account Control Agreements

  • Corporate Online Banking

  • Mobile Banking

  • Wires Direct Transmission

  • ACH Services

  • Remote Deposit Capture

  • Direct Image Cash Letter

  • Biller and Payment Solutions

  • Positive Pay Services

  • Paid Check Imaging

  • Check Outsourcing Solutions

  • Lockbox Services Nationwide

  • Armored Car and Cash Vault Services

  • Courier Services

  • Merchant Card Services

  • Complimentary Internet Security Health Checks

Financial Planning

  • Comprehensive Financial Planning

  • Retirement Planning

  • Estate Plan Review

  • Philanthropic Planning

  • Wealth Transfer and Legacy Planning

  • Risk Management Planning

Investment Management

  • Equity Management

  • Fixed Income and Cash Management

  • Alternative Investments2

  • Endowment Investment Management and Consulting

  • Option and Overlay Investment Management

  • Environmental, Social and Governance Investing

  • Qualified Retirement Plan Consulting

  • Online Investment Management Service3

Brokerage Services

  • Full-Service and Self-Directed Brokerage Services

  • Online Brokerage Services

  • Equities, Mutual Funds and Options

  • Money Market Mutual Funds

  • Fixed Income

  • Margin Loans

  • Structured Product Investments

  • Stock Donation Brokerage Services

  • 10b5-1 Plans for Corporate Executives

  • Hedging Strategies for Concentrated Stock Positions

  • Sweep Accounts

Trust Services

  • Personal Trust Services With Open Architecture

  • Trustee of Various Types of Revocable, Irrevocable and Testamentary Trusts

  • Estate Settlement/Executor Services

  • Agent for Trustee Services

  • Custody Services

  • Independent and Objective Reporting

  • Delaware Managed Trust and Directed Trust Services

  • Wyoming Managed Trust and Directed Trust Services

Insurance Services

  • Access to Top-Rated Carriers and Best-in- Class Products

  • Life Insurance Products for Estate Planning, Business Planning, Tax-Deferred Cash Accumulation and Income Protection

  • Private Placement Life and Annuity Products, Offering Alternative Investments

  • Disability Products for High-Income Executives and Professional Services Firms

  • Specialty and Hybrid Long-Term Care Products

Foreign Exchange

  • Spot Foreign Exchange Contracts

  • Foreign Currency Wires

  • Foreign Currency Accounts/Deposits4

  • Forward Foreign Exchange Contracts

  • Foreign Currency Swaps2

  • Foreign Currency Options2

  • Structured Hedging Solutions2