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About Broadridge

Trust and Custody Services

Automate and optimize trust and custody services from an experienced, independent custodian.

Choose a Partner That Can Help You Grow Your Business

Matrix, a Broadridge Company, is a Colorado state-chartered trust company with 50+ years of trust experience.

Team with an Independent Provider

We take an agnostic approach to providing products and services for financial professionals, including banks, third party administrators, recordkeepers, financial advisors, broker-dealers, mutual fund providers and insurance providers.

Innovative, Proprietary Technology Accelerates Workflows and Reduces Risk

We aggregate, reconcile and process trust and custodial transactional data in a highly automated environment.

Services Available for You

The experienced, agnostic support you require.

Defined Contribution Plans: Robust custodian and directed trustee services for independent recordkeepers, other trust companies and directly to plans

Defined Benefit Plans: Directed trustee services and expertise for cash balance, traditional pension or profit-sharing plans

Non-Qualified Deferred Compensation Plans: Trustee/custody services, including discretionary trustee services for change-of-control situations

Collective Investment Trusts: Matrix serves as discretionary trustee for CITs managed by sub-advisors

Sub-Custody: Cashiering and back-office operational services that allow the customer to be the named trustee/custodian 

IRA solutions: A variety of solutions including:

  • Safe Harbor
  • Rollover Choice
  • Omnibus services provided through third-party partners

Retirement Cash Account: FDIC-insured bank account offered as a cash deposit option to plans and plan participants

See how easy it is to streamline engagement with the right digital tools.

See how easy it is to streamline engagement with the right digital tools.

Contact Us