Custody Services for the Modern Economy

CUSTODY FOR INSTITUTIONS

Advancing custody and settlement services for the private market

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.

OUR EXPERIENCE MAKES A DIFFERENCE

We are rooted in decades of experience

We are a Custodian with decades of institutional experience working with today’s digital investment platforms and private investment companies.

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EXPERTS AT ALTERNATIVES

We custody a wide-range of assets

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.

overhead view of wide range of customers

SERVING YOUR CUSTODY NEEDS

Secure services for institutional investors

Our services include independent safe-keeping of assets, transfers and settlements, verification of ownership, asset servicing for corporate actions, valuations, reports, and statements.

secure transaction for custody

COMMITTED TO CUSTODY

Custody is our priority

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.

Woman attending to custody needs

WE’RE HERE TO HELP

Our dedicated support team is here for you

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.

Support Team Conversing with Customer

ADVANCING CUSTODY FOR THE PRIVATE MARKET

We work with you to ensure your interests are taken care of. Let us help you take the next step towards success.

Contact us to learn more about how Forge Trust can help you handle your custody needs.