Institutional Trust

Institutional Trust is the preferred choice for establishing and transacting Private Funds, Retirement, and Taxable accounts for Individuals, Advisors, and Institutions. With unmatched experience and customer satisfaction, our clients have the security and safety of working with the market and technology leader in the industry. Institutional Trust provides the necessary custodial services for your alternative asset accounts. Our custodial services include: opening your account; assisting in the funding of your account; processing your investment instructions; processing distributions and expense payments; updating your account with current asset values; providing you with quarterly statements of your account; serving as the custodian of your account and its assets; reporting required information to the IRS and other governmental agencies; and answering questions about your account and our procedures. Institutional Trust is not an investment advisor and provides no investment advice, nor do we perform due-diligence of any kind regarding any investment. Institutional Trust does not have fiduciary duties of any kind or nature.