Benefits and Services

The Benefits

There are many reasons you may need a custodian that specializes in alternative assets. Institutions and advisors use us to take advantage of growing investor demand for alternatives. There are even regulations that require a qualified custodian in certain instances. Whatever the reason, it is important to choose a custodian that understands the complexities of providing custody for alternative assets.

Client Focused

Client relationships are important for both of us. We provide the assistance, tools, and access you need to serve your customers. You have direct access to a Regional Director and a dedicated team to ensure that you continually receive, and can provide, the high-touch service your clients expect.

Expanded Offering

You can broaden the investment options you offer to your clients by working with a custodian that supports over 11,000 alternative assets as well as traditional assets.

Technology Enabled

We make it easy for you to diversify your clients’ retirement savings by providing online solutions for account opening, funding, and alternative investment directions.

Streamlined Processes

For our institutional and advisor relationships, we offer an expedited operational assessments process and assist with bulk account transfers.

Account Management Tools

Through our secure web-based portals, your clients can authorize you to track their account opening and funding as well as access current holdings and activity. We also offer data integration into many portfolio management tools.

We Work for You

We focus on delivering expert custody and administrative services, and make it easy to hold investments in a growing range of alternative assets through investment platforms and industry service providers.

Meet Our Team

Tom Daley
Managing Director, Alternative Solutions Group

Tom is responsible for executing key sales strategies, managing and developing the sales team and expanding the depth of product offerings for the Alternative Solutions Group. 

Meet our team
Matthew Kiggins
Senior Vice President, Regional Director

Matthew develops alternative business segments dealing with private investment funds, non-publicly traded REITs, direct real estate investments, private equity, and private debt offerings. He draws on more than 20 years of sales and marketing experience in the financial services industry to deliver innovative solutions to the firm’s institutional clients.

Meet our team
Ryan Schneider
Senior Vice President, Regional Director

Ryan has over 13 years of experience in the financial service industry. For over a decade, Ryan has assisted thousands of investors, financial professionals, and investment issuers with their self-directed IRA needs. 

Meet our team
Danita Spears
Vice President, Senior Relationship Manager

Danita is responsible for ensuring the smooth transition of institutional and advisor relationships to the firm. This includes establishing transition plans, identifying milestones and ensuring her team successfully completes the onboarding process for each new relationship.

Meet our team
Adam Sypniewski
Assistant Vice President, Relationship Manager

Adam is responsible for alternative assets sales and business development in the Southeast. He brings extensive experience in establishing and growing relationships and initiating and implementing client solutions.

Meet our team