The trust company custody services we offer represent a constellation of financial expertise, experience and cutting-edge technology.
Constellation Trust Company was formed in 2004, and received a Nebraska Trust charter in May of 2005. Constellation Trust Company has pulled best-in-class technology and industry expertise together to provide custody to registered investment advisors, financial institutions, and their clients. Constellation Trust Company’s affiliate, NorthStar Financial Services Group, LLC has more than $110 Billion under management and administration.
- Web access to accounts for investment advisors, broker/dealers, financial representatives, and clients
- Quarterly custodial statements
- Efficient distribution and processing
- Tax Reporting including realized gain/loss information
- Advisory fee calculation and fee processing