Responsive RIA Services for a Range of Accounts

 

Huntington meets the portfolio-servicing needs of a range of investment advisors, and is committed to acting as an ally to Registered Investment Advisors seeking custody services for their clients. Huntington has a dedicated team familiar with the portfolio servicing needs of registered investment advisors including personal accounts, individual retirement accounts (IRA’s), tax reporting and self-directed brokerage accounts.

Our RIA Custodian services include:

  • Personal accounts
  • Individual retirement accounts (IRAs)
  • Tax reporting and self-directed brokerage accounts
  • Secure safekeeping of domestic and global assets
  • Prompt and accurate trade settlement
  • Receipt of dividends and interest for eligible assets on payable date
  • Corporate action tracking and coordination with fund managers
  • Distribution of proxy information to the investment advisor or the client
  • Real-time Internet access for advisors and their clients via Portfolio Today
  • Automated account holdings and transaction activity support

For more information, please contact a Huntington RIA Custody Service Representative at 614-331-8825, weekdays between 8 a.m. and 5 p.m. EST.