Our custody team brings in-depth knowledge and the technology to provide security settlement, portfolio administration, and pension payment services supporting clients and consultants.

We provide custody services to clients with a wide variety of needs. Your dedicated team will understand the needs of your accounts and be able to help proactively provide ongoing oversight and timely support.

We offer nonprofit institutions and donors a comprehensive platform that can help manage multiple pooled investment accounts.

As a fiduciary, you have an obligation to meet the high standards set by those who have entrusted their assets to your care. With rising expectations among donors, the challenge for fiduciaries can be daunting. Our platform provides clear, concise and customized sub-accounting information efficiently and can help reduce investment and administrative costs.