SDTC will work with a custodian of the client’s choosing.

SDTC’s custody offering includes a full array of services from financial assets (i.e., securities accounts) to nonfinancial assets (i.e. partnerships, LLC’s, closely-held business interests, etc.). SDTC will also serve as custodian for accounts linked for investment management services.

Generally, SDTC can work with most outside custodians of the client’s choice. Alternatively, if  a client does not have a custodian, SDTC can provide custody services through its default third-party custodian.