Trust Custodial & Investment Services
Trust Custodial & Investment Services
Custody Accounts and Investment Management Accounts
Custodial services enable you to retain control of your investments, do your own research, and make investment decisions. As a custodian, we will manage all of the administrative details to include investment management, income collection, securities safekeeping and periodic statements. We will work closely with you to create the portfolio that is right for you.
What We Offer
As a corporate trustee, our perpetual administrative services are included:
Management of income collection
Management of securities safekeeping
Management of periodic statements
Disclosure
Investment products and services are not insured by the FDIC, nor are they guaranteed by any bank or any bank affiliate. Investments may be subject to investment risks, including the possible loss of principal value or amount invested.