Custodial & Escrow Services Hold your assets securely in one place with Cadence Asset Management and Trust.

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At Cadence, we understand that there’s an endless list of things to handle when it comes to running a business. Let a Cadence Asset Management and Trust Specialist help you by managing your business’s custody and escrow needs.

Custody Accounts

A custody account offers you a quick and affordable way to manage multiple assets in one place. Custody accounts can hold a variety of investment options, including cash, stocks, bonds, real estate investment trusts (REITS), mutual funds, and notes secured by deeds of trust or mortgages.

As custodian, Cadence can protect securities, collect and remit income, administer complex records, and provide year-end tax reports to help simplify tax reporting and preparation. We work closely with you to provide custom custodial solutions to meet your business’s unique needs.

Our custodial services include:

  • Online account access
  • Safekeeping of securities
  • Daily investment of any cash balances into an interest-bearing money market fund
  • Execution of buy and sell orders
  • Income collection
  • Record-keeping and tax reporting

Escrow Services

Cadence Bank’s Trust and Asset Management division has the expertise, competitive pricing and investment options to support your corporate escrow needs. As an Escrow Agent, we act as a neutral third party to simplify your financial transactions, giving you more time to focus on your business.

Because our clients and their businesses are unique, our proven form documentation is custom tailored for each transaction. We can help set up a business escrow account and provide several money market funds for short term investments with same-day liquidity. Our highly experienced and dedicated escrow team always works with your best interests in mind.

Our corporate escrow solutions include:


  • Milestone Arrangements
  • Performance deposits
  • Good Faith deposits


  • Class Actions
  • Acquisition Finance
  • Cash Collateral Credit

Merger Acquisition

  • Indemnification
  • Earn Outs
  • Working Capital
  • Paying Agent


  • Class Actions
  • Mass Actions
  • Qualified Settlement Funds
  • Divorce
  • Bankruptcy

Put your trust in Cadence Asset Management & Trust.

Find out more about our custodial services and how to set up an escrow account.

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Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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