Our Story

Leadership Team

Why Hand

When it comes to designing, delivering and operating Collective Investment Trusts (CITs), no one has more experience than Hand. Period. When you partner with us, you get an industry-leading team with unparalleled knowledge and experience that has your back.

Our in-house expert services reduce time and risk – and save budget.

When we pioneered the business of collective investment trusts, we built expert systems and processes to fully integrate the work needed to design, deliver, and fulfill CITs for clients.

Today, this effort and investment translate to fewer moving parts, fewer relationships for you to manage, and greater accountability on what you expect from us. It’s how we deliver a hyper-efficient, competitive offering that we believe delivers an unparalleled experience. That said, we can easily work with most leading custodians with whom you may have an existing relationship.

Whether it’s your first CIT or your next, we’ll help you do it the right way, on time, and with the quality you expect.

Our Comprehensive Role

Our model has been built to seamlessly integrate fund administration services, transfer agency services, and trustee services. The combination drives process efficiency that produces cost savings and improves quality. Fewer moving parts and players also simplifies arrangements for investment professionals and their clients.

Fund Administration Services

We obtain CUSIPs, register CIFs with NSCC for plan investor trading, track portfolio trading, and associated corporate actions.

Fund Accounting Services

We are responsible for maintaining the fund records and striking the daily NAV. We can provide this service internally or with outside custodial partners.

Transfer Agency Services

We handle trading, confirmations, and settlement between plan investors and the CIFs via NSCC FundSERV or the plan’s custodian.

Trustee Services

We are responsible for full CIF compliance and we maintain participation agreements and all legal documents and disclosures.

Our Comprehensive Role

Our model has been built to seamlessly integrate fund administration services, transfer agency services and trustee services. The combination drives process efficiency that produces cost savings and improves quality. Fewer moving parts and players also simplifies arrangements for investment professionals and their clients.

Fund Administration Services

We obtain CUSIPs, register CIFs with NSCC for plan investor trading, track portfolio trading, and associated corporate actions.

Fund Accounting Services

We are responsible for maintaining the fund records and striking the daily NAV. We can provide this service internally or with outside custodial partners.

Transfer Agency Services

We handle trading, confirmations, and settlement between plan investors and the CIFs via NSCC FundSERV or the plan’s custodian.

Trustee Services

We are responsible for full CIF compliance and we maintain participation agreements and all legal documents and disclosures.

Transfer Agency Trading Partners

 

We have well established transfer agency relationships with nearly all major trading partners.

ADP Retirement Services

Advisors Clearing Network, Inc. (TPA)

Ascensus Trust Company

BPAS, Inc. – PARK

Benefit Trust Company

BMO Harris Bank N.A.

BNYMellon

Boston Financial Data Services

Broadridge/Matrix Trust Co./Wilmington Trust

Charles Schwab Bank

Empower Retirement / GWFS / GWRS /

JPMorgan-FASCore

Fidelity

John Hancock Trust Co. (NY Life)

KeyBank National Association

Massachusetts Mutual

Merrill Lynch/Bank of America

Nationwide

Northern Trust Company

PNC

Principal

Prudential

Relius Trust Company

Securian Financial Group (TPA)

 SEI Private Trust Company

State Street Bank & Trust Company

FIS / MidAtlantic (“STN”)

TD Ameritrade Trust Company

TIAA-CREF (Pending)

Transamerica (TPA)

Trust Company of America

Vanguard

Voya (VIPS & VRIAC platforms)

Wells Fargo Bank & Retirement Services

Westwood Holdings Group, Inc. (TPA)

Our Master Trust Agreement Saves Real Money and Time

Hand’s Composite Employee Benefit Trust agreement is a standardized, preapproved document. For many clients, it eliminates the legal expense of drafting an individualized document and reduces time to market of a new collective fund. For those with greater needs and assets under management, we provide the flexibility of a boutique offering with support for individualized trusts.

Sub-advised vs. Advised funds

Hand specializes in working with 3rd party advisors. In fact, we have no internal investment advisors on staff. We help build your firm’s brand by allowing your name to be on the fund. Fund fact sheets can be designed to incorporate your firm’s logo and colors to allow for consistency of marketing materials across your product offerings. You can count on our sub-advised funds model to grow your business.

Sub-advised vs. Advised funds

Hand specializes in working with 3rd party advisors. In fact, we have no internal investment advisors on staff. We help build your firm’s brand by allowing your name to be on the fund. Fund fact sheets can be designed to incorporate your firm’s logo and colors to allow for consistency of marketing materials across your product offerings. You can count on our sub-advised funds model to grow your business.

 

Ready?

Get Started

Sales & Marketing:

Stephen Hand | 713-744-3826 | [email protected]

David Hand | 713-934-4080 | [email protected]

Christopher Hewitt | 484-843-3325 | [email protected]

Gregg Zimmerman | 713-744-3801 | [email protected]

 

 

Meet our parent company

BPAS. One Company. One Call.  |  1-866-401-5272

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