institutional trustee
consulting

At Newcleus, we have wide and extensive experience working with institutional trustees in the banking industry. Our client-centric focus and deep knowledge of investment opportunities that capture returns beyond traditional investments position us to offer outstanding strategic analyses with action‑ready recommendations.

BENEFITS FOR THE INSTITUTIONAL TRUSTEE

  • We embrace strategies that generate tax-advantaged income for your clients at levels higher than traditional investments.
  • Our plans are customized for the full range of institutional clients that a trustee manages based on thorough research and evaluation.
  • MINTS, our proprietary client portal, houses an administrative gold mine of accessible plan documentation, financial reports, research, and compliance and due diligence information.
Two businessmen discussing institutional trustee consulting.