What sets us apart

Expertise is a big differentiator for us. But it’s not the only one. You’ll get superior service in three important ways.

A single point of contact

There’s incredible value in having a dedicated client manager who knows your business’ unique challenges and pilots your relationship.

Rapid response times

We work your hours and are available on your schedule. From onboarding through the transfer of assets, we execute quickly and efficiently.

Operational efficiencies

You’ll appreciate our attention to detail, including quick, accurate, and cost-efficient processing and reporting.

Business solutions across three specialty areas

Corporate trust services

Whether you’re a first-time debt issuer or looking for enhanced support for existing structures, we’re built to give you every advantage.

We handle complex transactions, effectively manage risk, and provide elite service to all the corporations, issuers, and municipal and federal entities we work with.

You’ll benefit from our commitment to smooth, seamless, and secure servicing—not just during the account setup, but for every interaction you have with us.

Corporate Solutions

  • Investment grade
  • High yield
  • Convertibles

Municipal Solutions

  • General obligations
  • Public and project finance
  • Industrial revenue bonds


  • Indenture trustee
  • Registrar
  • Paying agent
  • Collateral and fiscal agent

Escrow services

Fast, accurate transaction closings that minimize operating costs and servicing time. It’s a big part of why we’re able to efficiently manage all your escrow transactions.

Our team of skilled escrow specialists bring a depth of knowledge and insights to ensure the smooth management of your transaction. And our total escrow solution encompasses even more capabilities—such as foreign exchange—to facilitate complex or unique transactions.

Support for a broad range of institutional transactions and industries, including:

  • Mergers and acquisitions
  • 1031 exchanges
  • Capital raise/subscriptions
  • Construction or project finance
  • Regulatory deposits
  • Litigation settlements
  • Bankruptcy deposits
  • Infrastructure
  • Performance guarantees
  • Indemnity escrows
  • Real estate
  • Environmental and statutory trusts

Reinsurance collateral trust

Collateral trusts can offer more flexibility and significantly lower costs than traditional collateral options, such as Letters of Credit.

That’s why insurers, reinsurers, captives, and corporations are increasingly turning to these alternative risk transfer strategies as a better collateral solution for more fluid regulatory, financial, and risk management environments. 

Why choose an insurance trust?

  • Improved credit availability
    No adverse impact on your available credit
  • Cost effective
    Typically has lower annual fees compared with other collateral posting options
  • Convenience
    Tri-party arrangements that don’t require annual renewals
  • Reduced liability concerns
    Expands the range of acceptable investments while adhering to regulatory requirements