Third-Party Custodians

Our clients tell us they appreciate the reassurance of third-party custodial reporting. This kind of peace of mind is essential to building long-term relationships with our clients and maintaining their trust.

The custodian’s primary function is to hold your securities and cash and ensure that your position in those assets is accurately documented and protected. Third-party custodians allow us to provide clients with dual-reporting on all purchases, sales, interest, and dividends.

Held by a third-party custodian, your securities and cash are always accessible, giving you certainty in your investment holdings.The custodian is authorized by you to allow Windcroft, as your investment manager, to effect and settle trades to your account. The custodian is independent from Windcroft, represents your interests first and foremost, and is accountable to you.