We offer a wide range of Custody and Master Custody Services, including timely recordkeeping and reporting, cash management, tax services, and collection and distribution of income.
For Investment Advisors, it means retaining and growing relationships with your clients and helping them realize their best returns, which is what you do best. We can help you build and protect your client base by providing exceptional local client service at a very competitive custody fee.
Our Master Custody Services provides large family relationships with a single, coordinated contact point for those clients who maintain relationships with multiple investment managers or advisors. We can coordinate all aspects of your investment activity and serve as the central clearinghouse for all of the information relating to your investments.
If you are interested in further information about any of our services or how we can assist you, please call us today.