INSTITUTIONAL TRUST SERVICES
Because we employ a consultative approach, we take the time to understand each client's
specific needs, and work together to establish an optimal solution. With our flexible
systems and dedicated resources, we support the full portfolio management needs of businesses and
institutions.
Our Commitment To You
We seek to exceed client expectations and to build enduring relationships with our
clients. We field an experienced team of trust, custody, and investment professionals, based in the
region, whose goal is to provide a smooth-running relationship backed by a higher level of
personal service.
The combination of expertise and technology enables us to provide a broad range of
portfolio solutions to businesses, public entities and charitable organizations.
- Master Trust/Master Custody Reporting
- Securities Safekeeping
- Securities Processing and Trade Settlement
- Income Collection
- Corporate Actions Handling
- Proxy Data Management
- Tax Reclamation Assistance
- Global Custody
- Donor Accounting
Investment Management
In today's competitive world, the ability to maximize returns on custody assets is more
important than ever. These value-added services generate incremental income for your portfolio.
- Automatic Cash Sweep Accounts that utilize the American
Performance and other competitive money market funds
- Securities Lending
- Transition Management Service to assist in efficient manager changes
- Commission Recapture Programs designed for your situation
Risk, Affiliation, Offering Entity Disclosure
Reporting and Communications
State-of-the-art accounting and recordkeeping systems, supported by an experienced
professional staff, deliver financial information on custody assets in a variety of
formats. Whether you require monthly reports or need electronic access to your portfolio
balances, we have the flexibility to make your job easier.
- Consolidated Accounting and Reporting that gives you the data
you need to manage your assets efficiently
- Online performance measurement reporting allows you to easily monitor your investment results against standard and customized benchmarks
- On-line Portfolio Access to provide you with current information
whenever you need it
Click Here To Request Additional Information
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