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
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
2T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.