Institutional Trust & Custody

One of the many things that set us apart is our ability to become the single source for all your custodial and investment-related needs. We found that by building strategic partnerships with the industry’s top service providers, we’re able to offer an extensive range of adaptable solutions to meet your organization’s unique needs, now and in the future.

Global Trust and Custody Services1

  • Mutual fund trading and settlement
  • Cash management2
  • Institutional trustee services
  • Pension payment services
  • Reinsurance
  • Planned giving and development support

Additional Custody Services

  • Portfolio accounting interfaces
  • Enhanced reporting
  • Treasury management
  • Institutional brokerage3
  • Securities lending4
  • Transition management
  • Foreign exchange

Escrow Agent Services

  • Merger and acquisitions
  • Retainage escrow
  • Paying agent capabilities
  • Performance escrow

We are here to help

Ryan Henrich, CFP®

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