Who is Trust?
A truly independent service provider, Trust specializes in supplying high quality back office services to the financial services industry.
Utilizing advanced technology and responsive client support, we develop effective software, tools, and processes for industry professionals ranging from independent investment advisors to direct participation program sponsors, as well as 401(k) plan sponsors and IRA account holders, among others.
Our solutions encompass the entire financial spectrum, from processing deposits through trade processing and generating quarterly statements. Our expertise extends from the large and transparent stock, bond, and mutual fund markets into the non-traditional areas of real property, limited partnerships, non-traded real estate investment trusts, and other direct participation programs.
Our commitment to client satisfaction is evident in our willingness to customize any service, product, or offering to meet the specific needs of each unique client.
Established in 1972 as an investment asset custodian, Trust has a solid history of assuring a safe and secure environment for investors. We also derive great satisfaction from providing our clients with comprehensive service offerings, backed by a commitment to high-touch support.