Master Trustee / Custodian Searches & Fee Negotiation
To help companies choose a master trustee/custodian, Alpha applies the same systematic, comprehensive care we use when evaluating the investment manager community. Ongoing research and constant evaluation of the master trustees/custodians means we have the most current, relevant information available for our clients.
When conducting a master trustee/custodian search, we will request proposals, evaluate responses and present a report detailing the strengths and weaknesses of each candidate.
We can also help clients prepare for finalist presentations, coordinate on-site visits or interviews (as necessary), negotiate or provide insight on fees, and serve as a resource during the transition period.
