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Custody 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

 
Investment and insurance products:
 

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

 

 

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Equal Housing Lender
Member FDIC
1.800.280.0123