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
Investors
Gain access to alternative asset investment opportunities
Invest in alternative assets through tax-efficient accounts
View and monitor account activity, statements, and tax documents
Issuers
Consolidate a busy capitalization table
Expose your offering to the RIA investor channel
Seamlessly facilitate distributions to your investors