Trust Custodial & Investment Services

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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

Disclaimer: 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.

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