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Matrix, a Broadridge Company, is a Colorado state-chartered trust company with 50+ years of trust experience.
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.
We aggregate, reconcile and process trust and custodial transactional data in a highly automated environment.
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:
Retirement Cash Account: FDIC-insured bank account offered as a cash deposit option to plans and plan participants
Our representatives and specialists are ready with the solutions you need to advance your business.