Delivering Expertise and Highly Personalized Service
Since our founding in 1931, Fiduciary Trust has served the custodial needs of affluent individuals, families, registered investment advisors, institutions, retirement plans, foundations and endowments. We welcome the challenge of assisting the most sophisticated clients and their advisors, helping to bring transparency and control to complex investment management structures.
As part of Franklin Templeton Investments, we align our deep capabilities with the security and technological advantages of a global financial leader, including an extensive business continuity plan that provides seamless servicing to you.
With a dedicated relationship management team as your primary contact, we manage with the utmost flexibility to deliver custody solutions as personal and unique as your financial situation.
Our Custody Services Offer:
- Safekeeping of your assets
- Worldwide security settlement
- Cash management solutions
- Comprehensive accounting, reporting and performance measurement
- Retirement plan services, including benefit payment processing and tax reporting
Safekeeping Your Assets
Fiduciary Trust has long been dedicated to navigating global markets and safeguarding client assets through changing and challenging times.