You may also customize a solution that is most appropriate for your firm and your customers. We can work with you directly to help build a program that includes any combination of the features listed above. You may also choose to gain access to DirectConnect, our proprietary technology platform where real time access to your customer information is sure to enhance the value of your offering to your customers while improving your operational efficiencies, which can save valuable time and money.

And to ensure that we have an offering that is right for your organization, you can choose the ultimate in customization by creating a proprietary class for any one of the TKS Baker funds. Simply stated, you can “white label” any of the funds and determine a share class structure that is ideal for you and your customers. Our expert team will handle the creation of the prospectus, shareholder reports, and SEC filings. The process is simple and you can get started by clicking here.

DirectConnect

Place, edit, and execute purchases and liquidations on your own.

Obtain audit reports and confirmations within minutes of execution.

See real-time account activity before end-of-day settlement.

Print copies of cleared checks without having to request or order them.

View account balances in real-time.

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