
Uniquely positioned to serve your business
Complete trust and custodial services
Combining state-of-the-art technology and client-centric processes with an emphasis on performance measurement and commitment to excellence, we offer a full range of trust and custodial services, which include:
- Custody of assets
- Consolidated reporting
- Income collection
- Securities settlement
- Online, real-time portfolio access
- Capital changes/corporate action reporting
- Automated cash management
- Proxy execution
- Data download facilities, myTailoredWealth, and EPS
- Personal, hands-on service delivery
- Performance measurement
- eStatements
Information at your fingertips
Everything we do is focused on identifying and satisfying our clients’ needs. Because we use some of the most sophisticated technology available today, our clients can enjoy the convenience of accessing and downloading their account information securely online.