Asset Custody

Salem Trust is the custodian of choice for all types of assets traded through U.S. securities exchanges:

  • More than $8 billion in custodied client assets
  • More than 29,000 security positions held (excluding money market funds)
  • Client omnibus access to more than 600 different mutual funds
  • Mutual fund share classes that include those without 12(b) -1 fees
  • Holdings include stocks, corporate bonds, mortgage/asset backed and treasury/agency securities, unit investment trusts (UITs), sundry assets, and exchange-traded funds (ETFs)
  • Processing of directions for ETF market orders

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Salem Trust Company is regulated by the Florida Department of Financial Regulation, Department of Financial Institutions