Custody Services

We combine high-touch client service with advanced capabilities.

Two Custody Team members having a conversation
Our Offering

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 (provided through a third-party).

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.

Our Clients

  • Family Offices

    We began as a family office nearly 140 years ago. Today we’re proud to deliver the superior service and flexibility that large firms can’t match and a breadth of services that small firms can’t offer.

  • Financial Advisors

    We help 100+ RIAs and other advisors deliver value to their clients and grow their businesses with custody services and access to directed trustee, donor-advised funds, security-based lending, and other services.

  • Nonprofits

    We offer nonprofits a range of services including investment management (with sustainable investing options), investment policy statement development and custody services.

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.

Fiduciary Trust Company Team Meeting

Discover Our Insights

Businessman holding hologram of globe
For Advisors

Custody Market Evolution Leaving Wealth Managers Behind

RIAs and family offices are finding that automated and impersonal custody from large custodians cuts against the value proposition they offer to clients.
Partnership Selection
For Advisors

Growing Relationships Through Trust Services

Registered investment advisors can enhance their value to clients through providing trust services. Read our thoughts on how to select the best trust services partner.
Team meeting

A Perfect Pair: Private Foundations & Donor-Advised Funds

Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund.

Let’s start with a conversation.