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Institutional Trust & Fiduciary

Trusted oversight and flexible solutions–backed by the innovation and experience of our subsidiary companies.

What Our Partners Say

I have worked with BPAS since 2016, and the service has always been great.
Janice, HR
Lebel & Hariman Retirement Accounts
Service is wonderful and timely, and we never worry about compliance issues.
Lisa, HR
Monson Savings Bank
Great company. Our plan consultant is very knowledgeable and professional.
David
Local 112

Featured Insight

Elevate Your Practice with Effective Education Strategies
December 19, 2025

Elevate Your Practice with Effective Education Strategies

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Institutional trust & fiduciary, simplified.

A Trusted Partner.

  • We serve more than 500 institutional clients nationwide, bringing decades of experience across complex trust structures.
  • Our integrated approach combines fiduciary, accounting, and administrative expertise—delivered by teams who know your goals and stay accountable from start to finish.
  • Our advice is always independent, transparent, and built on trust.
  • We deliver open architecture and full fee transparency through a truly non-proprietary platform built around your best interests.
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