Our Story

Leadership Team

Our Story

A Market Leader

Hand Benefits & Trust (HB&T) and our parent company, BPAS, have been leaders in Collective Investment Trusts (CITs), partnering with over 50 investment firms to create more than 240 funds and 500 CUSIPs. We’re proud to be a Cerulli top-rated organization for hosted trustee services based both on our size and experience.

HB&T serves as the ideal trust company to help investment management firms create new funds or take an existing strategy to an expanded market through our transfer agency services with connectivity to more than 33 401(k) Platforms.

By the numbers

A collective view of Hand Benefits & Trust and our parent company, BPAS.

Assets ($Billions)

Funds

Retirement Plans

CUSIPs

Offices

How We Got Here

The Hand name has been synonymous with innovation and excellence in trust services and Collective Investment Trust design and operations for decades. Take a quick stroll through our history and you’ll appreciate how we’ve earned our knowledge and perspective.

Our team has more experience launching and supporting CITs than any group in the industry. Leverage our knowledge to support your success.

Our team has more experience launching and supporting CITs than any group in the industry. Leverage our knowledge to support your success.

Ready?

Get Started

Sales & Marketing:

Stephen Hand | 713-744-3826 | shand@bpas.com

David Hand | 713-934-4080 | dhand@bpas.com

Christopher Hewitt | 484-843-3325 | chewitt@bpas.com

Gregg Zimmerman | 713-744-3801 | gzimmerman@bpas.com

 

 

Meet our parent company

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

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