We’ll save you valuable time, reduce overhead and allow you to manage your clients’ investments.

As an independent, qualified custodian, we can help to alleviate your firm of audit and record keeping duties so you can focus on what matters most – your clients.

We serve you best with custodial and administrative services that are noncompetitive, flexible and secure, as well as responsive and innovative. We’re here to help you provide greater investment choices to your clients and grow your business.

We will process investment requests, record transactions, and disburse statements as needed, on the fund’s behalf. This account will hold and track all underlying assets within the fund to follow SEC requirements.