We believe in having a choice for a better custodial service. One whose team knows you on a first-name basis. A custodian with award-winning service3 and technology2 to deliver what you need, when you need it. Most of all, we believe in providing a custodial service that understands your business and supports your success like it’s our own, putting you and your clients first. We were designed for you.
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
2 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
3 2019 Software Survey; Authors Joel Bruckenstein and Bob Veres; Sponsored by Orion Advisor Services and Morningstar, Inc.