Business Development Team

Our business development team works with investment sponsors and advisors to streamline self-directing.

Investment Sponsors


$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


Assets Under Custody

Transactions Per Day

Dedicated Employee Support

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