We can make them work for you.
Collective Investment
Trusts work.
we can help you do it better.
Whether it’s your first
CIT or your next,
Hand Benefits & Trust, a BPAS company, is a chartered trust company providing institutional trust services including administration, valuation, and accounting for Collective Investment Funds. These funds are valued daily and can be submitted for trading through the National Securities Clearing Corporation’s (NSCC)/DTCC Platform.
We now have 31 CIT Tickers, view them here.
We Drive Success
Collective Investment Trusts can be very competitive offerings for many qualified retirement plans. As an industry leader, we drive success in six important areas:
Speed to Market
Time to market matters. Our process reduces time and effort to get there sooner.
Cost to Deliver
Cost efficiency is paramount. Our process, technology, and relationships reduce costs at every turn.
Flexibilty
Choice is key. From document to share classes to custodial partners, we’re ready no matter which direction suits you best.
Cost to Operate
Operational efficiency always matters, so does superior customer support. We’re staffed and resourced to excel at both.
Market Engagement
Look to Hand to help you create exposure for your next CIF. Our outreach teams create awareness and build relationships with advisors.
Technology
More than pioneer, today we present the industry’s premier technology platform for trading, settlement, and position reconciliation for CIFs.
Market Engagement
to Help You Grow
Our outreach teams connect with advisors nationally to educate and create awareness about collectives. It’s part of our active strategy to help you grow.
Market Engagement to Help You Grow
Our outreach teams connect with advisors nationally to educate and create awareness about collectives. It’s part of our active strategy to help you grow.
Why Hand?
Our vertically integrated set of services produces a highly cost-competitive solution that drives go-to-market advantages for you.
Our in expert in-house consulting will help you reduce time and risk in developing your product.
Our Master Trust Agreement saves time and budget for your next product launch.
We partner with you to help scale your business and build your brand.
By the numbers
A collective view of Hand Benefits & Trust and our parent company, BPAS.
Assets ($Billions)
CUSIPs
Plans
Participants
Offices
Team
Ready?
Sales & Marketing:
Stephen Hand | 713-744-3826 | [email protected]
Gregg Zimmerman | 713-744-3801 | [email protected]
Meet our parent company
BPAS. One Company. One Call. | 1-866-401-5272
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Stephen Sawyer Hand, CIMA®
Gregg Zimmerman, CFA, CIMA®
