- Wealth Management
- Institutional Advisory
- Pilot Program
Custodial services can be an important component of any investment program. Beyond the role of safekeeping assets, a custodian’s trading capabilities, access to investment products, portfolio reporting, and client service are also some of the key considerations.
Our insights on these services and related fees can help reduce your overall cost of investing and, thereby, help you retain assets.
Client specific requirements are incorporated into the review as well as an analysis of fees, transaction costs, available money market funds, and possible additional charges to move cash balances for daily investment. Online access is important for some clients and a custodian’s ability to securely deliver electronic information is also considered, especially as we look at how we can help control administrative costs.