About

Our Clients

Salem Trust was founded to serve public pension plans and institutional clients. Twenty-five years and nearly 250 clients later, our focus remains exclusively on:

• Fire, police and general employee pension plans
• Institutional clients, including insurance companies, state escrow accounts, municipal VEBAs, corporations and municipal “rainy day” accounts
• Taft Hartley plans
• Endowments and foundations

The success of An Authentic Difference® occurs because we are the only financial services provider to focus on custodial services for public pension plans and institutional clients. Our specialized focus on these two types of clients is a key reason for Salem Trust to be included in requests for proposals (RFPs) for custodial services.

Our Service Partners

Without hassles from their investment asset custodian, clients and their other service partners have more time for important matters.

We strive to provide frictionless engagement to every party who is supporting our clients’ retirement plans or institutional assets needs. We accomplish through the use of state-of-the-art technology combined with an unwavering focus on service excellence and responsiveness.

Ultimately this ease of integration with investment managers and third-party administrators is a key reason for our mutual client’s delight. We humbled each time Salem Trust is included in a request for proposals (RFPs) for custodial services. Because custody and safekeeping is our only business, we are committed to responding promptly to any question, RFP, or request for information (RFI).

Our Service Pledge

Our success as an institutional custodian is determined by you. Our pledge is to deliver custody services that create relationships that last for decades.

Our service pledge has been a part of Salem Trust since our founding in 1998. We are unique among asset custodians for backing up our promise with this real guarantee:

“In the event we fail to fulfill our promise in any quarter, as determined solely by you in good faith, we will discount that quarter’s fee.”

An Authentic Difference® is a genuine commitment with a genuine consequence.