Trust Custody Options:

SDTC can generally work with most outside custodians of the client's choice. Alternatively, if a client does not have a custodian, SDTC provides custody services through the Bank of New York/Mellon (BNY/Mellon). BNY/Mellon is the world's largest provider of global and domestic custody services, administering more than $23 trillion in assets for a diverse group of individual clients and their advisors.

The combination of SDTC's trust administration, Infovisa trust accounting and BNY/Mellon custody provides a highly automated, cost-effective, and secure comprehensive trust accounting and administration interface. Multi-currency reporting and foreign exchange services are also available through SDTC.

Bank of New York/ Mellon provide an extraordinary level of expertise in security.

SDTC's custody offering includes a full array of services from financial assets (e.g., securities accounts) to nonfinancial assets (e.g., partnerships, LLC’s, closely-held business interests, etc.). SDTC will also serve as custodian for accounts linked for investment management services.