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.

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