Hospice & Home Healthcare

Guiding the organizations that help our communities flourish.

Client Description

Our healthcare client has been a progressive leader in hospice, palliative care and home health since 1983. It is committed to providing support and care for people in the Tampa area affected by advanced age or illness by offering a wide variety of compassionate healthcare choices.

Client Objective

The organization had available liquidity and wanted to invest the funds in an effort to advance the health system’s goals.

Our Solution

Regions developed an investment policy with the client and offered personalized consulting to manage its investment portfolio via customized portfolios. Throughout the course of Regions’ relationship with the health system, the bank has provided investment insights and holistic solutions – from investment management, banking and merchant services to private wealth management – that have benefited the organization’s growth and aligned with its operational needs. The relationship has also resulted in additional leverage for the health system that allows the hospital to offer services to a wider population.