Consulting Services

Custody Reviews

Custody review is often an overlooked component of the investment consultant's wide array of services. Asset Consulting Group considers the custody review process to be an integral contributor to the plan's overall success. The following are issues at the forefront of the custody review process:

• Custody experience
• Commitment to the business
• Technological capabilities
• Fees
• Quality of service

Asset Consulting Group maintains a proprietary rating system of custodian banks across numerous categories of services and fees. We have extensive long-standing professional relationships with the larger custodian banks, and have developed working relationships with several other regional operations. Asset Consulting Group maintains a thorough knowledge and understanding of the custody business, its processes and its impact on our clients. We have developed a solid network of industry contacts to keep abreast of any changes in the industry.