Integrated Cash Management

Cash flow clarity. Operational strength.

Integrated cash management at Salem Trust includes:

Automated sweeping of uninvested balances to maximize investment performance
Non-proprietary money market mutual funds, not affiliated with Salem Trust
Rebalancing of cash within the receipt & disbursement account (with prior authorization)
Online cash projections to help you manage your needs
Credit of interest, dividend, and principal payments on the payable date

Additional Institutional Custody and Asset Servicing

Custody Service Report

Our promise is An Authentic Difference® in transparency. Each quarter, we publish a report on operational stability and performance for the benefit of all clients. The Salem Trust Service Report Summary analyzes five behind-the-scenes functions essential to core custody services...

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Asset Custody

Salem Trust is the custodian of choice for all types of assets traded through U.S. securities exchanges...

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Trade Processing

The strategies of our clients and their investment partners range from passive to active strategies that trade more than 150,000 securities per year. We process trades on any U.S. exchange initiated by an affirming or a non-affirming manager. We also facilitate portfolio rebalancing from a pre-approved direction supplied by a client’s investment consultant...

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