Designed to Relieve Administrative Burden
As an independent custodian responsible for safekeeping assets, not only do we custody assets where we act as investment manager, we can also accept custody of assets from multiple investment managers and consolidate reporting for our clients in a timely manner. Our communication with your designated investment partners ensures all custody responsibilities, from securities transactions to income collection and distributions, are handled accurately and on time.
We offer comprehensive custodial services designed to meet your specific requirements. Administrative services such as fund accounting, charitable gift administration, pension payment processing, and marketable securities gift processing, as well as traditional custody services, are additional examples of our capabilities.
