For the past 10 years, Summer Kisner has worked on Clearwater’s data, development, operations, product management, and product solutions. Her expertise has played a critical role in helping Clearwater come to market with full asset class coverage, custom reporting tools, and logic-driven software. She has been involved in the consultation, implementation, and operational optimization of Clearwater’s strategic clients.
Additionally, Summer works closely with corporate treasury clients to understand their unique investment strategies, create a plan of action, and develop operational measures to support growth and organizational initiatives.
Summer has both a bachelor’s degree and a master’s degree in mathematics. In her spare time, she spends time with her three young boys on a small ranch outside of Boise, Idaho.
In the world of finance, trust is paramount. When it comes to safeguarding your assets, selecting the right custody bank is a decision that requires careful consideration and due diligence. A custody bank is entrusted with the responsibility of holding and managing your financial assets, and the consequences of making the wrong choice can be dire.
Before selecting a custody bank, it is highly recommended that you talk to an expert to discuss your options.
Here are 8 factors to consider when choosing a custody bank:
Overall, selecting the right custody bank is an important decision that requires careful consideration. By evaluating key factors such as reputation, financial stability, and security measures, investors can make an informed choice that aligns with their needs and goals.
Remember, the right custody bank can provide peace of mind, as you know that your assets are secure and well-managed. Take the time to research and compare different banks before making your decision, and seek advice from trusted financial advisors.