Wells Integration Trust & Custody

TRUSTEE
manages investment decisions for pension beneficiaries

  • Often used for DB plans

  • Required if underlying Mutual Funds

CUSTODIAN
Servicing & reporting on pools of assets

  • Allow client use of many brokers to execute trades

  • Trades settled at custodian, regardless of executing broker

TARGET MARKET

  • Generally $100M - $5B assets

  • Employee benefit plans emphasis

  • Largest IRT block

  • Fee based business

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