Custody Services

Safekeeping and Reporting of Assets



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We distinguish our custody services by delivering superior service and flexibility that are not available at large firms today.  Our custody services can be bundled with other Fiduciary Trust services, or used independently by individuals, advisors, and family offices.

Our custody services include:

Reporting and Online Access:

  • Comprehensive reporting
  • Tax lot accounting
  • Principal & income accounting
  • Trade date reporting
  • 24×7 Account access via the web and mobile app


  • Domestic and foreign cash processing
  • Domestic and foreign security settlement
  • Collection and distribution of income
  • Corporate action processing
  • Efficiently managed proxy requests and shareholder voting
  • Daily sweep into a choice of money market funds

How We’re Different

For Advisors and Family Offices

For Endowments and Foundations

For Individuals and Families

For more information, please contact:

Scott Sumner, Head of Custody, at 617-574-3426 or

Alternatively, you may fill out our contact form