Business Development Team
Our business development team works with investment sponsors and advisors to streamline self-directing.
$1.8 Billion+ Assets Under Custody
- 20,000+ Clients
- Licensed & Regulated
- Annual examination by AZDIFI bank examiners
Audited & Examined
Annual audits by outside CPA firms. Not all of our competitors are licensed, regulated, and audited.
Single Point of Contact
Work with a dedicated Relationship Manager that understands your business to better serve your unique needs.
Custom Account Bundles
Create a seamless experience for your investors by combining our forms, to open and fund a self-directed account, with your investment documents into one e-sign package.
Competitive Fees
We offer a low, flat annual fee regardless of account value or the number of assets held and provide discounted pricing based on volume and relationship status.
Matt Duffy
CISP
Business Development Associate
Jeff Minnick
CISP, CIP
VP, Business Development
Mark Peck
VP, Business Development
(Directed Custody)
John DeSantiago
Client Services, Business Development
Accounts
Assets Under Custody
Transactions Per Day
