Custody

Our fiduciary duty to you is upheld at all times
As your trusted advisor we recognize the importance of segregation of assets and separate account management. That’s why, while we make investment decisions on your behalf, we entrust the custody of your portfolio to US Bank.

We have selected US Bank to provide superior service, safety, and account transparency. US Bank is one of the nation’s leading financial institutions focusing on custodial services. Their standard of excellence is measured by industry-leading service, timely trade settlement, cash processing, transaction accuracy, and timely reporting.

The boutique nature of Sturgeon Capital Management combined with the institutional resources of US Bank reflects our commitment to pursue the highest level of technical expertise in service delivery.

To learn more about Sturgeon’s Capital Management offerings please contact us at info@sturgeoninvestments.com or 617-742-6500.