Alta Trust

Custodial Platform

Alta Trust provides you and your clients with a custodial platform that combines the latest technology with the human service which you expect. Your clients become our concern and our mission is to provide them with fast, accurate and professional services as they entrust us with the custody of their funds and property.

• Individual, Joint, Trust & Corporate Registrations
• 401k and Other Qualified Plans
• IRAs of all kinds
• Cost Basis Reporting
• Efficient and accurate distributions
• On line valuation and reporting
• Choice of 8500 mutual funds from over 400 fund families
• Inexpensive share class options
• Stocks, bonds, ETFs, bank CDs
• Trading and settlement of investments
• Online statements