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Custodian Services & Independent Portfolio Management Firms
Custodians provide confidence and a secure network in the world of portfolio management.
While a portfolio management (PM) firm is responsible for managing money, portfolios, and other wealth management services, they don’t hold money or client accounts at the firm. That’s where a third-party independent custodian comes in.
Today we’re getting the inside scoop from Matthew Pollock on the role of custodians in the financial services world. Matthew is Regional Vice President at National Bank Independent Network; one of two custodians that TMA works with to custody client assets.
In this…
The skinny
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