Our Story
Leadership Team
Our Story
A Market Leader
Hand Benefits & Trust (HB&T) and our parent company, BPAS, have been leaders in Collective Investment Trusts (CITs), partnering with over 50 investment firms to create more than 240 funds and 500 CUSIPs. We’re proud to be a Cerulli top-rated organization for hosted trustee services based both on our size and experience.
HB&T serves as the ideal trust company to help investment management firms create new funds or take an existing strategy to an expanded market through our transfer agency services with connectivity to more than 33 401(k) Platforms.
By the numbers
A collective view of Hand Benefits & Trust and our parent company, BPAS.
Assets ($Billions)
Funds
Plans
CUSIPs
Offices
How We Got Here
The Hand name has been synonymous with innovation and excellence in trust services and Collective Investment Trust design and operations for decades. Take a quick stroll through our history and you’ll appreciate how we’ve earned our knowledge and perspective.
Our team has more experience launching and supporting CITs than any group in the industry. Leverage our knowledge to support your success.
Our team has more experience launching and supporting CITs than any group in the industry. Leverage our knowledge to support your success.
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®
