Custody and Trust

We partner with the top retirement plan custodians to hold and protect plan balances.   These custodians have been carefully selected by JULY for their specialized services, seamless platforms, and national reputation.  Our custodial partners provide a number of important functions, including

  • Holding and Protecting Plan Assets
  • Establishing Investment Accounts with Fund Companies
  • Executing and Settling Trades
  • Providing Optional Trustee Services
  • Collecting Mutual Fund Revenue Sharing

Multiple Options

We provide you and your advisor multiple options to allow you to choose the custodian that is best for your plan.



The content of this page requires a newer version of Adobe Flash Player..

Obtener Adobe Flash Player


Sales Support
The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your... Learn more
Troubled Plan Consulting
As retirement plan rules have become more and more complex and regulatory scrutiny has increased, it has become common for... Learn more
Copyright: © 2011, July Business Services