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: