Service, Dedication, Professionalism
- We take pride in our twenty years of client service. Our staff is knowledgeable in all aspects of back-office operations. All questions and requests are handled in a timely and friendly manner.
Our client service administrators assist clients and portfolio managers with the administrative aspects of their assets and accounts. They work in a friendly and respectful manner to simplify the complex day-to-day record keeping, reporting and cashiering involved in managing and utilizing one’s wealth.
Our staff is responsible for:
- Answering questions regarding brokerage statements or tax summaries
- Assisting with transfers and gifts of cash or securities
- Cashiering functions including deposits, withdrawals and periodic checks
- Producing all quarterly client reporting in a timely manner
- Maintaining our Advent Portfolio Management Accounting System
- Auditing and posting of dailly transactions and holdings
- Assisting outside advisors in their trustee or executor work
Custody Services/Trustee Services/YHB Charitable Endowment/Privacy Policy