Institutional Trust Services
We provide an unsurpassed level of service and expertise to better manage all the intricate details of your Institutional Trust account.
A Complete Line of Institutional Trust Services
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Bond Trustee*
We fulfill the responsibilities and duties of administering the provisions accorded security holders under a trust indenture.
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Bond Registrar and Paying Agent*
We maintain records of security holder ownership to effect timely and accurate payment of debt service.
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Escrow Agent/Custodian
We safeguard cash and securities, effectuate investment instructions and collect and disburse funds with our flexible, responsive and cost effective Institutional Trust Escrow Account.
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Types Of Services*
We are well-versed in many types of bond financings and escrow transactions including:
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Bonds:
Health Care
Transportation Improvement
Variable Rate
Pooled Loan
Solid Waste Housing
Public Housing
Arena Financing
... and more
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Escrow:
Buy/Sell
1031 Like Kind Exchange
Subscription
Environmental Escrows
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*Products and services only available in: CT, DC, DE, FL, MD, NJ, NY, PA, and VA.
Direct Access To Your Account Information
You can view your account statements on-line 24 hours a day, seven days a week. It's secure and easy to access. You can view:
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Investment Detail
- Assets and their market value
- Daily cash balances
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Recent Activity
- Cash receipts and disbursements
- Investment transactions
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Put Our Experience To Work For You
Our Institutional Trust Services team provides the experience and knowledge to serve all your banking needs. For more information, e-mail or call us at 1-888-751-9000.
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