Investors managing their own portfolios can utilize our services for a low-cost way to simplify their asset management. Through one secure relationship, we can execute all of your transactions on your behalf and provide consolidated reports for your records.
As custodian, we protect securities from fire, theft and other hazards, collect mature or called bonds, sell or exercise stock rights on your behalf, and take care of routine investment chores. We collect and remit income at your request and provide you with complete statements of all transactions. Year-end tax reports will also be prepared to simplify tax reporting and preparation.
For clients with purely custodial accounts, we offer no investment guidance but simply carry out sales and purchases according to your instructions.
Certain products are not insured by the FDIC; are not deposits or other obligations of the institution, and are not guaranteed by the institution; they are subject to investment risks, including possible loss of the principal invested.