Benefit Trust was formed with the single-minded fiduciary focus of delivering services
to corporations, institutions and executives. Our core offerings include custom benefit
plans, trustee and custodial services, trading platforms, portfolio unitization,
investment management, and collective trust services.
Fiduciary Passport Services
Benefit Trust ensures the proper blend of comprehensive delivery and security of assets through custody, trust and transaction services combined with the knowledge and dedication of world-class professionals.
We believe that "pre-packaged" services are not in your best interest.
Benefit Trust understands the need for customized solutions to meet the demands of
highly sophisticated clients.
Benefit Trust's Institutional services include a wide array of customized
solutions for our institutional client base.
Fundplicity is a multi-currency, global sell-side service offered by Benefit Trust
for Trust Agents (TAs) and Fund Companies (Funds).
Collective Investment Trusts
Benefit Trust sponsors and serves as discretionary trustee of
Collective Investment Trusts (CITs) which have been created under the Investors Master
Trust for Employee Benefit Trusts that were established nearly 30 years ago.
Benefit Trust employs third party managers to provide investment management
services for all the CITs.
As Trustee, Benefit Trust provides the active fiduciary oversight,
custody, portfolio accounting and transfer agent services for the CITs which are traded via the NSCC.