Each client's portfolio or group of portfolios is assigned an experienced account officer. This individual is the client's single point of contact. This officer is supported and backed up by another account manager who is familiar with each individual account.
All assets are held in custody by the Trust Group of Christiana Bank & Trust Company which is a Delaware chartered banking institution. Statements are produced monthly and transactions are reviewed and monitored by your account officer who is located in Delaware.
Records are maintained and client reports are generated on the SEI Trust 3000 system. This proven and tested technology is constantly upgraded to keep pace with changes in the investment industry. This system is utilized by many of the nation's largest trust and asset management organizations.
All income is credited on payable date and each trade is settled on a contractual basis through the Depository Trust Company in New York or the Federal Reserve book entry system in Philadelphia.
A wide range of sweep vehicles is available.
