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Custody
As a custodian, Hawthorn acts as a financial secretary, performing an array of administrative functions on behalf of our custody clients. We combine our attention to detail and high level of personal attention to provide you with the services you may require -and expect - from an experienced custody administrator.
Our experienced advisors can offer you a wide range of custody services, including, but not limited to the following:
- Safekeeping of assets
- Automated daily cash management
- Flexibility in reporting formats and frequency
- Distribution or reinvestment of income
- Purchase of a range of money market and mutual funds
- Settlement of purchases and sales on contractual settlement dates
- Recording tax information and preparation of annual 1099 and detailed tax information letters
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