We know the challenges that come with alternative assets and understand the importance of security and compliance. Our wholly owned subsidiary, Forge Trust, is a Custodian that was built on the foundation of navigating the operational complexities of the non-publicly traded markets in a transparent and secure environment. With decades of experience under our belts, our knowledge and expertise streamlines the entire process of custody and settlement services.
We are a Custodian with decades of institutional experience working with today’s digital investment platforms and private investment companies.
From publicly listed to privately traded investments, we handle a variety of assets like private equity and debt, real estate, promissory notes, private placements, precious metals and more.
Our services include independent safe-keeping of assets, transfers and settlements, verification of ownership, asset servicing for corporate actions, valuations, reports, and statements.
We are custody experts. With over $13 billion in assets under custody and over 1.3 million accounts, we have the experience to prove it.
Our institutional services team gives you the help you need. A personal relationship manager and support team are dedicated to your custody needs and work to ensure your interests are secure, transparent, and compliant.