Institutional Services

1. Trust and Custody

Securing client assets with a personalized, team-based approach. Trust is built through strong partnerships. Securing your assets, so you can focus on what is most important to you, can be overwhelming at times — especially as your needs evolve and markets fluctuate. Having the right trust and custody partner to help you manage and grow can make all the difference.

2. Taft-Hartley Services

Customized financial solutions and expertise built specifically for the organized labor community. Optimizing plan performance while keeping money readily available is a complex task that requires to be customized financial solutions and expertise. At BMO Taft-Hartley Services, our commitment to the organized labor community starts with an outstanding combination of services, expertise, and financial strength to support your objectives.