Open the doors to more investment options for clients and prospects looking for new opportunities. Mainstar Trust can help you provide your clients with the alternative investment options to diversify and expand their investments on a tax-advantaged basis.
Compliance knowledge Prohibited transactions, transfers, rollovers, UBTI
Account flexibility Custody for retirement, small business and taxable accounts
Alternative investment experts Documents geared to investor needs
Simple, online account establishment
A single custodian to hold assets designed to meet multiple investment objectives
A consolidated view of each client’s holdings, transactions, and statements on our client access portal
Multiple fee payment options, including check, credit card or account deductions
Competitive annual account and asset fees with no market value charges
Data integration with key providers such as Orion, eMoney, DST FAN Mail, DTCC and others