Custody

Austin Capital Trust Company provides comprehensive solutions for the custodial needs of individuals as well as corporate clients. Whether your clients are individuals looking for an IRA solution, or businesses needing to customize a corporate retirement plan, our platform can offer unique investments along with an experienced team to help navigate the myriad of investment options available to your clients.

Our custodial platform offers full investment flexibility with thousands of investment options to meet virtually any client needs. From traditional securities like stocks, mutual funds, and ETFs, to custody of alternative assets such as private placements, partnerships, or real estate, Austin Capital is your trusted partner for safekeeping of client assets.

Traditional Assets

With an unparalleled technology platform in place, we can provide custodial services for over 30,000+ mutual funds, 4,000+ Exchange Traded Funds (ETFs), and over 100,000 publicly traded stocks.

Alternative Assets

Custody of alternative assets is a difficult job, but we take pride in being at the forefront of the industry. We also have confidence in our experienced personnel who are committed to assisting advisers in securing the right alternative assets for their clients’ accounts.

Defined Contribution Plans

Our custodial platform gives you the flexibility to customize investment menus using mutual funds, Exchange Traded Funds (ETFs), Separate Account Managers (SAMs), and Individual Brokerage Accounts to meet the investment needs of your clients.

Defined Benefit Plans

Austin Capital understands the special nuances of Defined Benefit plans and provides the reporting and administrative services needed to help you in implementing successful DB plans for your clients.