Step 3

Step 3

Identify the right custodial partner. PAG has integrated relationships with the five key custodians in the industry. We work closely with their teams to identify your firm and your clients’ unique needs in order to select the right partner. We then work collaboratively with the chosen custodian to on-board and train your staff, move your assets quickly, and ensure your satisfaction with service levels and support.

 

PAG has negotiated enterprise relationships with each of the top custodians to ensure a collaborative approach to on-boarding and ongoing business needs.