You are here
Safe Keeping & Reporting
We provide accurate and cost-effective custody services for our clients. We will help you identify your needs and build solutions that best fit your situation.
We will hold your financial assets to ensure that they are safe from theft or loss.
We provide regular statements for all of the assets that we hold on a frequency that works for you.
We centralize and collect dividends, interest, and other income streams so that you don't have to.
Our operations department will keep track of proxies and corporate actions that require your attention.
As purchases and sales of securities occur, we will ensure that trades are handled and settled quickly.
Our team can help you manage periodic cash flow needs.