Plante Moran Trust is pleased to provide asset custody services for clients who either manage their own portfolios or utilize the services of one or more professional asset managers, independent of Plante Moran Financial Advisors.

Custodian Responsibilities

• Full asset custody
• Investment trading and settlement
• Secured trading access by outside manager(s)
• Income collection, reinvestment, and cash sweep
• Principal and income accounting (if required)
• Periodic (monthly, quarterly, annual) account statements
• Secured Web access for client
• Expedient tax reporting
• Extraordinary service through a dedicated, experienced
  relationship manager
• Accountability and integrity that exceeds your highest expectations