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Institutional Custody and Asset Servicing

Secure custody and comprehensive asset servicing for institutional investors

Professional Custody Solutions

AITC provides institutional custody and asset servicing for investment managers, family offices, endowments, and other institutional investors. Our secure custody platform and experienced team ensure your assets are protected while providing comprehensive reporting and servicing.

Securities Custody

We provide secure custody for stocks, bonds, mutual funds, and other marketable securities. Our safekeeping services include segregated accounts, regular reconciliation, and protection against loss or damage. Assets are held in accordance with regulatory requirements and industry best practices.

Asset Servicing

Our comprehensive asset servicing includes income collection, corporate action processing, proxy voting coordination, and tax documentation. We handle all administrative aspects of securities ownership, allowing you to focus on investment decisions.

Reporting and Analytics

AITC provides detailed custody reporting including holdings statements, transaction confirmations, and performance analytics. Our reporting can be customized to meet your specific needs and is available through secure online access.

Transaction Processing

We process purchases, sales, and transfers efficiently and accurately. Our systems integrate with major broker-dealers and ensure timely settlement of all transactions. Confirmations and statements are provided promptly.

Regulatory Compliance

Our custody services are designed to meet regulatory requirements for investment advisers, funds, and other institutional investors. We maintain appropriate controls, provide required reporting, and support your compliance programs.

Trusted Custody Partner

With decades of experience serving institutional investors, AITC combines the security and controls of a regulated trust company with personalized service. Our independent structure ensures we can focus solely on serving your custody needs without conflicts of interest.

Need Institutional Custody Services?

Contact us to learn how we can support your custody requirements.

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