We Build and Grow Successful Strategic Relationships!
A Perfect Match for Broadening Your Client’s Investment Choices
Provident is an industry-leading custodian for alternative assets, owned and operated by a team of tax attorneys. Our expertise has proven successful in forging positive relationships with entity creation companies, financial advisors, hedge fund managers, prime brokers, investment sponsors, futures clearing merchants, real estate brokers, banks, and other large institutions. We are relied upon for our entire spectrum of custodial and administrative services alongside personalized, timely service you’re looking for in a custodian and administrator.
Named by Trust Advisor as one of America’s most advisor-friendly trust companies for 2015, Provident provides creative, intelligent and comprehensive solutions that serve your goals and your clients’ financial needs.
Changing the Way People Invest.
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.
You can count on Provident to:
- Create, manage, and maintain individual accounts
- Complete timely recordkeeping available for secure online viewing
- Process yearly tax documents
- Provide prompt and helpful customer service to you and your clients
Start here. Go anywhere.
It’s not in our best interest unless it’s in your best interest.
By building relationships and delivering what our clients need, we’ve created a portfolio of more than 20,000 clients and over $3 billion in assets under custody. Services we offer include:
Self-Directed Retirement Services
- Traditional IRAs
- Roth IRAs
- Simple IRAs
- Simplified Employee Pension (SEP) IRAs
- Savings Incentive Match for Plan Employees (SIMPLE) IRAs
- Individual 401(k) Plans
- Defined Contribution Plans
- Defined Benefit Plans
- Custody Services
- Escrow Agent
- Recordkeeping and Reporting
- Cash disbursements