Providing a world-class client experience
We understand how ever-changing regulatory and operational risks affect your assets. We combine high standards and outstanding services to provide each client with accuracy in reporting and meticulous attention to detail at a competitive price. Distinguishing our product is a hands-on approach by an accomplished management team of senior professionals with combined trust and custody operational expertise.
Providing institutional custody services for more than 40 years, we have grown to over $40 billion in assets under management and custody. Our service is underscored by its personal approach and customizable solutions — specially designed to meet the requirements of Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations.
Our wide range of services include:
We offer sophisticated tools and services designed to make managing your investments even easier:
Our complete front-to-back global custody asset service provides clients with unsurpassed investment access to over 90 markets worldwide while assuring that non-U.S. assets are securely held and monitored.
in custody and investment assets under management
meeting high standards of social and environmental performance, accountability and transparency
helping those who do good, do better