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Custodial services are an important component of any investment program. Beyond the role of safekeeping assets, a custodian's trading capabilities, access to investment products, portfolio reporting and client service are just as important. Our insights on custodian services and related fees can be a source for reducing the overall cost of investing the portfolio and, thereby, retaining portfolio assets. Client specific requirements are incorporated into the review, as well as an analysis of fees, transaction costs, available money market funds and the absence or presence of additional charges to move cash balances for daily investment, as examples. Online access is important for some clients and a custodian's ability to securely deliver electronic information can help control administrative costs.