Stone Coast’s Services

Stone Coast services are designed to fully satisfy client needs while meeting best practices expectations of regulators, counter-parties and risk-conscious investors. We pair industry-leading technology with strict controls and quality monitoring, but our clients’ satisfaction is driven most fundamentally by staffing excellence. Stone Coast offers an unparalleled combination of staff experience and low turnover, and we pair those traits with tightly regulated growth and low fund-to-staff ratios. Clients are assigned to small service teams with which they can expect to work for years.

Accountability for client satisfaction is shared at all levels. We conduct monthly Principal-level reviews of each client’s satisfaction, issues and risks, and our most senior management remains proactively involved with — and available to — all clients. Oversight also includes strong controls and work review, robust incident monitoring and internal audit functions, and external SSAE 18 audits of controls.