Custodial Services

Custodial Agency Services are for individuals and organizations that wish to retain full control over their investment portfolio, but do not want to be burdened with the responsibility of record keeping. 

Services Provided: 

  • Purchases or sales based on direction from our client    
  • Safekeeping of securities    
  • Records and reports of all transactions    
  • Income collection and investment    
  • Centralization of tax records – an annual tax information statement, including a categorized schedule of income received and a schedule of capital gains and losses, is sent to our clients    
  • Protection against costly oversights

Questions?

contact-us Call 785.267.8402 or 1.800.280.0123

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Investment, Insurance and Advisory products:
Are Not FDIC InsuredAre Not Bank GuaranteedMay Lose Value
Are Not DepositsAre Not Insured by Any Federal Government AgencyAre Not a Condition to Any Banking Service or Activity