Work With a Custodian Who Embraces Alternative Investments
Unlike other custodians, you can manage all client assets, including Alternative Investments, on one Platform. We believe you as the advisor should have access to all the tools possible to manage your clients’ money, and let you determine which ones to utilize at any given time.
Wide Selection of Alternative Investments
Report on Both Alternative Investments and Standard Assets
Types of Alternative Investments You Can Custody With Equity
Real Estate Notes
Tax Lien Certificates
Deeds of Trust