With multiple investment managers or multiple investing entities, the accounting can be overwhelming. Our custody services can help streamline the process and add value to your organization.Contact Us
We assume responsibility for the safekeeping and custody of your institutional investment portfolios. Our custody platform includes traditional asset servicing, portfolio accounting, corporate action servicing, proxy services and short-term cash management.
Our focus is on personal service, quality, accuracy and timeliness. We are committed to providing the information you need, when you need it, in the format that works best for you. Custody services include: