Custody, Trustee, and Collateral Management Services designed for you
Through our personalized service and attention to every detail, our clients trust us to relieve them of the burden of administering their institutional custody, back office, administrative, and specialized accounting needs.
A range of services to fit your needs
For more than a century, Patriot Escrow Services has provided comprehensive services— tailored to each client's specific needs—for a wide variety of institutions and organizations. Our clients trust us, and we return that trust by delivering for them time and again with the highest levels of precision, diligence, and transparency.
Institutional Custody Services
We support various organizations with asset safekeeping, securities processing and settlement, proxy and corporate action processing, and cash management services.
Trust & Pension Services
Patriot Escrow Services offers employee benefit trustee, custody, ERISA reporting, and benefit payment services to a range of retirement and employee benefit plans.
Collateral Management Services
We provide operational risk mitigation that helps to eliminate your manual back and middle office processes, allowing you to maintain complete control, and helping you meet your regulatory obligations.
A powerful combination of strength and experience
For more than a century, Patriot Escrow Services has been serving successful individual and institutional clients. Offering a high caliber of service, our team of professionals brings a blend of knowledge, experience, and resources to every client relationship that we serve. Backed by technology that provides powerful functionality and full transparency, we stand ready to support you and your needs.
1,800+ Custody clients served
$141.6B+ in assets under administration
120+ years of experience
WHY Patriot Escrow Services
With a wide range of custom services, personalized attention, and a consistent, reliable approach, Patriot Escrow Services is a trusted leader in Custody & Collateral services.
Services designed for you
Our flexible approach and customizable platform allow us to provide solutions that fit your needs and adhere to your specifications.
Individualized attention
A single point of contact provides efficient service from an experienced custodian who understands your needs and complexities.
Consistent execution
A repeatable, end-to-end custody conversion process means there are no surprises, and your assets will be administered efficiently and confidentially.
Advanced technology
Enables you to streamline your end-to-end collateral schedule workflow, increasing your efficiency and reducing admin busywork while maintaining control of your collateral obligations.