91ÇÑ×Ó

Corporations Endowments, foundations, and nonprofits Health care organizations Insurance and financial institutions Public and government institutions Benefit payment services Custody account services Financial analytics and specialty reporting Rabbi trust and change in control services Trust services and fiduciary services 91ÇÑ×Ó

Trust and custody services for public and government institutions

Custody services for public and government institutions

Digital solutions and breadth of services to support you today and into the future.

From finding investment solutions for large government programs and retirement plans, to enhancing investment operations with infrastructure and data management capabilities, we have the digital solutions and breadth of services to support you today and as you grow.

Your needs aren’t exactly like anyone else’s. You need a team who understands. For decades, we have taken pride in being a long-term steward of capital and in taking a broad-minded approach to economic success. That means building deep, enduring relationships that help deliver value to governments, businesses, and communities alike.

Managing and reporting on the unique assets within these institutions might include:

  • Tax reporting
  • Regulatory reporting
  • GASB 72 and 40 reporting
  • Cash management
  • Performance reporting

We know firsthand about the intricacies that come with managing assets internally and having other assets managed by outside investment managers. We are also keenly aware of the importance of access to sophisticated yet flexible reporting including performance analytics to provide the information that you need at your fingertips.
Reach out

Have questions? Let’s talk.

See how 91ÇÑ×Ó® Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that 91ÇÑ×Ó® is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel, financial professionals and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 91ÇÑ×Ó Asset ManagementSM. 91ÇÑ×Ó Asset Management leads global asset management at 91ÇÑ×Ó®.

Custody and trust services are provided by 91ÇÑ×Ó Bank®, Member FDIC, and/or 91ÇÑ×Ó Trust Company®. These services are provided under the trade name 91ÇÑ×Ó® Custody Solutions. 91ÇÑ×Ó Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 91ÇÑ×Ó Custody Solutions is providing investment management services, 91ÇÑ×Ó Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 91ÇÑ×Ó Asset Management. Customers may also contract directly with 91ÇÑ×Ó Asset Management for investment management services. In those instances, 91ÇÑ×Ó Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

91ÇÑ×Ó Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 91ÇÑ×Ó Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 91ÇÑ×Ó Asset Management is a trade name of 91ÇÑ×Ó Global Investors, LLC.

Insurance products and plan administrative services provided through 91ÇÑ×Ó Life Insurance Company®.

91ÇÑ×Ó Life Insurance Company, 91ÇÑ×Ó Global Investors®, 91ÇÑ×Ó Bank, and 91ÇÑ×Ó Trust Company are members of the 91ÇÑ×Ó Financial Group®, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 91ÇÑ×Ó Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 91ÇÑ×Ó Amount Invested

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