Fiduciary Passport Services All Encompassing Institutional Platform and Services Fundplicity International Trading Platform Flawless is our Benchmark Keeping our Corporate and Executive Clients on Path
Benefit Trust

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.

Corporate/Executive
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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.

Institutional
BT Passport

Benefit Trust's Institutional services include a wide array of customized solutions for our institutional client base.

International

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.