We combine high-touch client service with advanced capabilities.
Exceptional service and expertise
Our robust systems are essential, but we never replace human interaction with technology. We believe in both. At Fiduciary, you get precision, timeliness, dependability, and decisions rooted in common sense across all our custody capabilities.
This is all backed by a firm with a 90-year history of client asset safekeeping and $24 billion in assets under custody.
Each of our custody clients has a single point of contact, backed by a team who will help ensure your needs are met in a timely manner.
We have experience with accounts of all shapes and sizes, including specialty assets.
We employ world-class trade-date trust accounting software that provides full tax-lot accounting and reporting as well as true segregation of principal and income cash
We offer clients a high-yield deposit program with FDIC insurance up to $20 million for qualifying joint accounts (through Total Bank Solutions).
We offer 24/7 online account access through our robust client website and our convenient mobile app.
We are efficient and precise in all domestic and foreign cash processing, domestic and foreign security settlement, collection and distribution of income, and corporate action processing. We can also expertly manage Proxy requests and shareholder voting management.
High-touch client service and special capabilities
At Fiduciary, you get personal service, timeliness, and dependability across all our custody capabilities. We also combine our experience with accounts of all shapes and sizes, including special assets, with the innovative technology that our clients demand and deserve.