Asset Custody Services
With our expert asset custody services, you can enjoy peace of mind by ensuring the security and efficiency of your financial assets.
- Safekeeping of securities
- Performance management
The right partner for your organization
If you are working with multiple investment managers, the accounting and paperwork involved can be overwhelming. Let Simmons Bank Institutional Wealth take the responsibility for the safekeeping, reporting and performance measurement of your portfolio. We offer comprehensive custodial services designed to meet your specific requirements.
Asset Custody Services include:
- Custody/safekeeping of securities
- Trade settlements
- Collection of income and dividends
- Pricing of assets
- Corporate action and proxy notification
- Consolidated reporting for clients with multiple managers
- Performance measurement
- Tax reporting
- Distributions from account(s)
- Online account access
- Cash management and intra-day cash sweeps
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{273} Insurance is offered through Simmons First Insurance Services, Inc. and Simmons First Insurance Services of TN, LLC.
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{275} Investment and Insurance Products are: Not a Deposit • Not FDIC Insured • Not Insured by Any Federal Government Agency • Not Bank Guaranteed • May Lose Value