Corporate Trust & Agency Services
Experienced and committed to the long-term
Municipal and Corporate Bonds
Our role as trustee is to serve from the initial issuance of the debt offering through the final maturity, whether the term is only a few years or for several decades. When serving as trustee, we handle the day-to-day complexities of municipal and corporate debt so transactions run smoothly over the life of the bonds. Our team has the experience of ensuring all trustee responsibilities on time, in accordance with the indenture, and invests assets as directed.
Paying Agencies
As a paying agent, we receive funds and process timely interest and principal payments to bondholders. Our team maintains the official record of all payments made, supporting accurate reporting and reconciliation.
Bond Escrow
We have the resources to safeguard escrowed funds so they are used only for their intended purpose, from refundings to special projects. This provides risk mitigation, security, and clear transparency for issuers, borrowers, and bondholders.
Reach out to our Wealth Management team to learn more.
Ways our Wealth Management team serves you:
- Asset & Wealth Management
- Financial & Estate Planning
- Investment Management
- Retirement Planning
- Risk Management Strategies
- Trust & Estate Services
- Corporate Trustee Services