Salem Trust is an independent custodian. Our choice of platform is not constrained by investments in legacy systems. At Salem Trust, clients experience:
- Platform flexibility without the legacy costs and rigidity of proprietary systems
- Trade- or settlement-date statement choices
- Capability for multiple recipients for a client and their service providers
- Ability to provide a custody agreement or accept one drafted by a client’s attorney
- Separately managed account reporting integrated into a consolidated statement
- Ability to follow instructions by email, fax, or letter
- Authorization guidelines that fit the requirements of each public pension plan and institutional client
- Flexible support of a client’s other service providers