From easy access to the financial data you need to working with people who feel like an extension of your team, Principal庐 Custody Solutions can help make your job easier.
When you choose to work with Principal庐, service isn鈥檛 an 鈥渆xtra鈥濃攊t鈥檚 standard. You get a dedicated and experienced team who鈥檚 focused on your goals. to help you reach your trust and custody goals.
Explore what we can do for you:
Custody account services
Asset safekeeping and reporting requires flawless execution, accuracy, and compliance.
Trust services and fiduciary services
Get support and proactive information to help meet your day-to-day fiduciary obligations.
Financial analytics and specialty reporting
Stay on top of the investment performance of your financial portfolio with timely and accurate reports.
Rabbi trust and change in control services
Offering customized services to help protect nonqualified plan assets and reassure key employees.
Benefit payment services
Simplifying the benefit payment process of your benefit plans all in one place.
Your needs aren鈥檛 exactly like anyone else鈥檚. You need a team who understands. We鈥檙e committed to exceeding your expectations by offering the right options as your organization evolves, including specialized professionals, and services for specific market segments.
See how we help organizations like yours.
Simple, modern tools and resources.
Get flexible reporting and information with our intuitive platform. A single login gives you access to the timely, relevant account information you need so you can finish tasks efficiently.
Continually evaluate to enhance your experience.
Several of our clients participate in user groups, pilot new products/services, and share input to help drive the future direction of our trust and custody technology platform.
Technology to enhance processing capabilities.
It allows our experienced and dedicated service team to provide high-quality, proactive client servicing for trade settlement, corporate actions, and cash movement in your portfolios.
Have questions? Let鈥檚 talk.
See how Principal庐 Custody Solutions could help you reach your unique goals.
Request to speak with a specialist
If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.
OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 911今日黑料Asset ManagementSM. 911今日黑料Asset Management leads global asset management at Principal庐.
Custody and trust services are provided by 911今日黑料Bank庐, Member FDIC, and/or 911今日黑料Trust Company庐. These services are provided under the trade name Principal庐 Custody Solutions. 911今日黑料Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.
When 911今日黑料Custody Solutions is providing investment management services, 911今日黑料Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 911今日黑料Asset Management. Customers may also contract directly with 911今日黑料Asset Management for investment management services. In those instances, 911今日黑料Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.
911今日黑料Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 911今日黑料Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 911今日黑料Asset Management is a trade name of 911今日黑料Global Investors, LLC.
Insurance products and plan administrative services provided through 911今日黑料Life Insurance Company庐.
911今日黑料Life Insurance Company, 911今日黑料Global Investors庐, 911今日黑料Bank, and 911今日黑料Trust Company are members of the 911今日黑料Financial Group庐, Des Moines, Iowa 50392.
Principal庐, 911今日黑料Financial Group庐, and 911今日黑料and the logomark design are registered trademarks of 911今日黑料., a 911今日黑料Financial Group company, in the United States and are trademarks and services marks of 911今日黑料., in various countries around the world.
Investment and insurance products are:
- Not insured by the FDIC or any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, 911今日黑料Bank or Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the 911今日黑料Amount Invested