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Clients we serve

We're dedicated to serving a wide range of clients and committed to providing comprehensive, high-touch service to meet your specific asset needs. We maintain a tradition of operational excellence coupled with industry-leading service standards. It's our mission to exceed client expectations in product, technology and service delivery.

Our focus on top quality service includes timely, accurate securities and payments processing, real-time reporting and responsive communication via dedicated relationship and account managers. We make it a priority to monitor and maintain client satisfaction through frequent interaction, detailed management reporting and consultative meetings.

We work directly with you to uncover your business challenges and present proactive ideas and strategies to help you meet your financial trust and custody objectives. We specialize in providing customized solutions to meet the organizational and financial needs of:

  • Advisors and brokers
  • Corporations
  • Endowments
  • Faith-based organizations
  • Family offices
  • Financial institutions
  • Foundations
  • Government and public entities
  • Insurance companies
  • Law firms
  • Nonprofits
  • Labor management plans

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