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Trust Custody

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Fiduciary and custodian services to assist with the management, preservation and reconcilement of investment portfolios.

Safekeeping of assets

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You need strategies designed specifically for your unique needs. Youโ€™ll get just that with a team of relationship managers dedicated to safeguarding your investments.

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A trustworthy partner to help meet the needs of your organization

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  • College endowments
  • Foundations
  • Hospitals
  • Charitable entities
  • Nonprofits
  • Third-party money managers
  • Industry providers
  • Industry associations

Robust accounting and wealth management tools

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  • Master Custodian
  • Consolidated Reporting
  • Customizable Ad Hoc Reporting
  • Independent Performance Reporting
  • Income Collection & Securities Settlement
  • Online Portfolio Access & eStatements
  • Portfolio Access for Execution Trading
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