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Custody Services

Our core custody product features a wide range and comprehensive service focusing on adding value for our clients. Distinguishing our product is a hands-on approach by an accomplished management team of senior professionals with over 100 years combined trust / custody operational expertise who are on-site and fully engaged in the direction of the process on a daily basis. Our service underscores our reputation for mitigating risk, maximizing efficiency and providing a world-class client service experience from both the human resource and technology perspective.

With 35 years of providing Institutional Asset Management and Custody services, we have grown to over $20 billion in assets under custody. Our service is underscored by its flexibility, creativity, and is specially designed to meet the requirements of Taft-Hartley and public sector employee benefit plans. We consistently offer customized and value-oriented solutions, strategically partnering with our clients for success in the marketplace.

Our custody services include:

  • Asset Safekeeping
  • Contractual trade settlement in U.S markets and most markets globally
  • Corporate Actions
  • Income Servicing
  • Class Actions
  • Proxy Services
  • Real-time, on-line access to our multi-currency trade date accounting system through the internet or workstation
  • Ability to download and export data from our Global Web product
  • Straight-through processing applications for trade instruction, notification and completion
  • Comprehensive, flexible reporting packages in accordance with client requirements with paperless alternatives or other user-friendly media readily available.
  • Issuance of supplementary information to support the full suite of client regulatory reporting
  • Timely and accurate application of pricing and factor data to ensure correct valuations
  • Account transition, asset transfer and conversion management
  • Safekeeping and updating of all required legal documentation
  • Daily cash management and overnight investment of end of day balances in various short-term investment strategies
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