Our mission at Constellation Trust Company ("CTC") is to provide best-in-class custody and administration services to Registered Investment Advisors, Financial Institutions and their clients by providing efficient back-office servicing for mutual funds, variable annuities, and brokerage accounts.
The trust company custody services we offer represent a constellation of financial expertise, experience and cutting-edge technology.
Constellation Trust Company was formed in 2004, and received a Nebraska Trust charter in May of 2005. CTC has pulled best-in-class technology and industry expertise together to provide custody to Registered Investment Advisors, Financial Institutions, and their clients.
Custodial Services Built for Registered Investment Advisors
As a Nebraska State Chartered Trust Company, we offer a constellation of custody services specifically geared to the needs of Investment Advisors and their clients.
- Streamlined new account processing
- Automated client distributions
- Efficient trade facilitation and confirmation
- Performance evaluations/statements provided directly from the custodian
- Consolidated tax reporting with realized gain/loss reports
Our account administration services in addition to custody include:
- Web access to accounts for investment advisors, broker/dealers, financial representatives, and clients
- Quarterly custodial statements
- Efficient distribution and processing
- Tax reporting including realized gain/loss information
- Advisory fee calculation and fee processing
Visit us on the web for more information at www.constellationtrust.com.
