The
institutional services suitable for your situation may include
one or more of the following:
•
Management services for your trust assets or investment portfolio,
including:
•
Discretionary management of investment or trust portfolios
• Writing of investment policies
• Conducting and reviewing investment manager searches
• Fiduciary liability reviews
•
Performance measurement services-customized options for account
reports, including:
•
Generating presentation-quality report tables and graphs
• Permitting integrated total fund or asset class
reporting
• Furnishing over 2,000 market indices which allow
a custom benchmark comparable to most asset allocations
•
Custody and safekeeping of trust and investment assets, including:
•
Settling of purchases and sales
• Receiving and delivering of assets
• Processing of corporate actions (such as class actions
and stock splits)
• Collecting of interest and dividend income and the
subsequent distribution of income
•
Automatic daily sweeping into your choice of cash vehicles
• Maintaining individual tax lots
•
Accurate and timely reporting of your account’s financial
transactions, including deposits, distributions, asset purchases
and sales, and receipts of income
•
CFO
à la Carte™ -- a menu of broad based and
specialized financial consulting services offered through
our affiliate, Pennant Management, Inc.
•
Trustee services for retirement plans, including:
•
Safeguarding the assets of the plan
•
Assuming fiduciary responsibility for a plan's assets
• Comprehensive and timely accounting of reports and
statements for the plan's sponsor
•
Management services for surplus and reserve funds, including
enhanced cash management services for operating reserves
•
Escrow
Services
•
Benefit payment services, including:
•
Serving you through our knowledgeable benefit payment specialists
• Allowing the capacity for multiple deductions
• Packaging your reports with a number of flexible
options
•
Preparing and mailing of 1099R and 945 reports
• Fully integrating benefit payment services with
our trust reporting system
• Assisting with direct deposit capabilities
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