Alternative Asset Custody Service for Advisors
Are your clients asking for investment alternatives?
Do they have an opportunity to invest in the latest start-up?
Are they looking for ways to generate additional income during retirement for returns that beat the Street?
Non-publicly traded Alternative Investments may be the answer along with a custodian who specializes in the custody and administration of real estate, promissory notes, trust deeds, private stock and private equity fund investments.
Forge Trust has decades of experience servicing financial advisors and those clients who wish to further diversify their portfolios with the addition of unique alternative investments.
We understand your business and the commitments you’ve made to your clients and we offer financial advisors service and support that complements your business.
Working with Us
Getting Started
Start a conversation with our Regional Director, Travis Majors ([email protected], 408-398-4181) to identify your specific custody needs.
The Process
Once your needs are identified we will provide you with a proposal describing the various options available for addressing your requirements while creating the best possible client experience.
The Benefits
You will be assigned Account Manager from our Advisor Service team who will act as your advocate to insure that agreed upon services and service level agreements are met and expectations exceeded.
Why Forge Trust Company?
Monitor your clients account activity with 24/7 online access
Competitive maintenance and transaction fees
Hassle-free streamlined process, automation and reporting
Vast knowledge base of best practices and investment requirements
Fee Billing Service for investment providers and their investors
What types of Alternative Investments does Forge Trust custody?
Help your clients reach their goals.