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 $40 Billion under management and administration. Constellation Trust Company account administration services in addition to custody include:

• 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