|
|
|
Custodial Services built for Registered Investment
Advisors
As a Nebraska State Chartered Trust Company, we offer a constellation of custody
services specifically geared to the needs of Investment Advisors and their clients.
- Streamlined New Account Processing
- Automated Client Distributions
- Efficient Trade Facilitation and Confirmation
- Performance Evaluations/Statements provided directly from the custodian
- Consolidated Tax Reporting with Realized Gain/Loss Reports
|
|
|