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We can help you achieve greater efficiencies and optimize the value to your portfolio with strategic solutions specifically for Registered Investment Advisors (RIAs).

Administration Support for Registered Investment Advisors
Our customized approach helps minimize your involvement and maximize accuracy. Additionally, we can provide these services specifically for you:

  • Custody services
  • Online access for account inquiry and reporting
  • RIAs – Portia, Princeton-Pam, SunGard and Advent
  • Automated trade communication capabilities
  • Ability to co-brand or private label account statements
  • Efficient and flexible account opening process
  • Flexible fee schedules and account structure option
  • Ability to work with any registered brokerage firm
  • Dedicated and responsive custody service team

Your U.S. Bank team has experience working with RIAs and takes a proactive approach to account management. This experience includes attending industry events and conferences and actively participating in industry associations.

We can offer these valuable benefits for your organization:

  • The comfort of holding assets with a bank custodian
  • The ability to customize a solution for the specific needs of the RIA and provide seamless service to complement your back office
  • Depth of experience from working with hundreds of investment advisors

Learn more about how Institutional Trust & Custody can meet your needs:

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