If you wish to make your own decisions about your investments, we can help you save time and money by opening a custody account.
We provide custodial services which include:
- Settlement of securities
- Security movement and control
- Income collection
- Safekeeping of assets
- Consolidated reporting summarizing all account activity for tax purposes
Self-Directed IRAs
We handle all types of IRA's:
- Traditional
- Roth
- Rollover
- Transfer
- Coverdell Education Savings Accounts
Valuable reporting services are provided for individual investors who wish to invest in a wide range of investment options. These reports include:
- Asset review
- Transaction summaries
- Income collection
- Purchases and sales summaries
- Distributions and tax information
Not FDIC Insured | No Bank Guarantee | Not a deposit | Not insured by any Government Agency | May lose value
