What services does Institutional Client Services offer?
Investment Management—Your investments are shaped by your institutional goals, your short and long-term objectives, and your risk comfort level. Our team of Institutional Client Services administrators and investment professionals work with you to create a strategy and implement a plan that integrates a balance of quality investment instruments to achieve optimum return. Custody and Escrow Accounts—For holding and transferring sizeable assets, we provide comprehensive, dependable resources and solutions for the safekeeping of securities, collection and crediting of interest and dividends, secure electronic transfers, processing corporate actions, and cash and investment management. We offer secure solutions, online or in person, to fit your diverse needs and to make your complex cash transactions easier and simpler. Retirement Plans and Employer 401(k)s plus Flexible Recordkeeping Options—Planning for your employees’ future is an important and competitive benefit. Our team of consultan
