Selecting A Custodian: A Daunting Task

A Whitepaper from Jeremiah Associates LLC

Institutional investors are known as the “Buy-side” within the financial services industry. This is due to their need for investment assets, though they also sell investment assets. Types of institutional investors in the Buy-side category include: Asset Managers, Bank Trust Offices, Endowments, Family Offices, Foundations, High Net Worth Investors, Insurance Companies and Investment Advisors.

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