Institutional Services has provided outsourcing of financial
services since 1987. As your service partner, we provide the best
in personalized service — all backed by a name you know
Flexibility and Choice
We offer both a Traditional
Custodial Platform (fee based on assets) and an
Executional Custody Platform (brokerage model
– commission-based) — right down to the client
With each option, you have the flexibility to support your
specific custodial and trading requirements, tailored to the way
you prefer to do business.
Our expertise in handling your operational and administrative
tasks enables you to focus on what you do best — managing
the growth of your business and serving your clients.