Custody

We provide a superior array of custody products and services to investment managers, including domestic and global custody, straight-through securities processing, automated cash and treasury management services.

Technology solutions enable us to greatly enhance our processing capabilities and allow our experienced administrative staff to focus on providing high-quality, proactive client servicing for trade settlement, corporate actions, and other securities and cash/currency movement in your portfolios.

*Custody services are provided by UMB Bank, n.a.