Custody Custody solution for exempt securities, helps investors, issuers, and advisors overcome the investment barriers they have historically encountered in private markets.
Our custody solutions: Our custody services can be used for qualified accounts —such as Individual Retirement Accounts (IRAs), Simplified Employee Pension (SEP) IRAs, and ROTH IRAs—and the custody of private securities. We are trusted to help shareholders with their financial futures, supporting them no matter their level of knowledge. Advisors
  • Access to a broad spectrum of alternative assets for client portfolios
  • Avoid surprise audits associated with the Custody Rule
  • Monitor client accounts, statements and tax documents
  • Gain access to alternative asset investment opportunities
  • Invest in alternative assets through tax-efficient accounts
  • View and monitor account activity, statements, and tax documents
  • Consolidate a busy capitalization table
  • Expose your offering to the RIA investor channel
  • Seamlessly facilitate distributions to your investors
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