Custodian & Escrow Services
A variety of services for a broad client base
Custodian Financial Services
Our Institutional Custody operation is one of the largest in North Carolina. We serve a broad client base of municipal and governmental entities, corporations, insurance companies, investment managers, qualified retirement plans and foundations and endowments. We’re known for our deep knowledge and experience, exacting standards of accuracy and professionalism you can always expect. Some critical institutional custody services we provide include:
- Securities safekeeping
- Trade settlement
- Investment and reinvestment of principal
- Collection and distribution of income
- Corporate actions monitoring
- Delivery of matured/called bonds, notes and collection of cash proceeds
- Free receipt of security issues purchased by or received by client independent of custodian account
- Comprehensive and consolidated accounting statement services
- Portfolio account services
- Online account access
Escrow Account Services
As part of our business escrow services, we can assist you and your attorneys with special escrow account needs, handle sensitive or high-profile transactions and aid you in the preparation of special forms and legal documents. Escrow account services we provide:
- Business acquisitions
- Depository escrow agent
- Subscription escrow agent
- Exchange escrow agent
- Highway escrow agent
- Leasing escrow agent
- Escrow safekeeping agent
Let's explore your custody and escrow needs
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