Without hassles from their investment asset custodian, clients and their other service partners have more time for important matters.
Our customized service extends to every party who is touched by our clients’ retirement plans or institutional purposes. "We believe in giving our clients and service partners nothing," says Salem Trust President and CEO Mark Rhein. "Nothing in terms of: No problems, no angry calls from retirees, no complaints from your other stakeholders and service providers. Our clients' partners are our partners."
Our success with investment managers and third-party administrators is a key reason for Salem Trust to be included in request for proposals (RFPs) for custodial services. Because custody and safekeeping is our only business, we respond promptly to any question, RFP, or request for information (RFI).