Business Development Team
Our business development team works with investment sponsors and advisors to streamline self-directing.
$1 Billion+ Assets Under Custody
- 12,000+ 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
A member of our business development team will serve as your relationship manager and will be familiar with your company’s process and unique needs.
Custom Account Bundles
Fast process investment sponsors or advisors with regular investments, we can assemble an account application, subscription/investment docs, and a direction of investment authentication in are e-sign account package ensuring a seamless experience for your clients and investors.
Competitive Fees
We offer reduced and discounted fees to investment sponsors and adjust based on volume and relationship status.
Matt Duffy
Business Development Associate
Jay Briggs
Business Development Officer
Jeff Minnick
VP, Business Development
John DeSantiago
Client Services, Business Development
Accounts
Assets Under Custody
Transactions Per Day
