Suite 6688

Custody
& Agency

Compliance-Forward Marketing & Web Design · Regulated Industries

The Practice

Marketing that
holds up.

Custody & Agency is a compliance-forward digital marketing and web design practice operating from Suite 6688 at Ironwood Springs Business Park. The practice works exclusively with organizations in regulated industries — healthcare, financial services, credit unions, and adjacent sectors where a marketing decision can carry regulatory consequences that a typical agency never considers.

The name is intentional. In finance, custody is the safekeeping of assets on behalf of another party — a responsibility that demands precision and accountability. The practice applies that standard to marketing: every deliverable is built with the regulatory framework in view from the start, not retrofitted after legal review flags the original design as non-compliant.

HIPAA-compliant digital experiences. FINRA-reviewed advertising content. NCUA-aligned member communications. The work is built to meet the standard the industry demands — not the standard that was easiest to ship.

Professional workspace at Custody & Agency, Suite 6688, Ironwood Springs Business Park

Work & Services

The work.

Compliance-Forward Web Design
Website design and development structured around HIPAA, FINRA, and NCUA requirements. Disclosures, data handling, and form architecture built to standard from the first wireframe.
Digital Marketing Strategy
Paid and organic strategy for regulated industries. Messaging that operates within compliance boundaries without sacrificing clarity or conversion.
Content & Copywriting
Regulated content — financial, healthcare, insurance — written with disclosure requirements built in. Not added as footnotes after the fact.
Marketing Operations
CRM integration, marketing automation, and campaign infrastructure configured to meet the data handling requirements of regulated client environments.
Healthcare Marketing
HIPAA-compliant patient acquisition, practice web presence, and referral network digital infrastructure. Patient data never touches the campaign layer.
Financial Services Marketing
FINRA-reviewed advertising, prospectus-adjacent content, and advisor practice development for RIAs, broker-dealers, and independent financial professionals.

Questions

What industries does Custody & Agency serve?

Healthcare (HIPAA), financial services (FINRA), credit unions (NCUA), and other regulated sectors where marketing must operate within a compliance framework. The practice does not serve clients who treat compliance as an afterthought.

Where is Custody & Agency located?

Suite 6688, Ironwood Springs Business Park, 44 Warren St, Tully, NY 13159.

Does Custody & Agency handle web design as well as marketing?

Yes. Web design and digital marketing are both core services. Compliance is built into every deliverable from concept — not retrofitted after the fact.

What does "compliance-forward" mean in practice?

It means the regulatory framework is considered first. Copy, disclosures, data handling, and form architecture are designed to satisfy the relevant compliance standard — HIPAA, FINRA, NCUA — without requiring legal review to fix problems created by the original design.