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
Trust investments are not insured by the FDIC. Trust investments are not deposits or obligations of the institution and are not guaranteed by the institution. Trust investments are subject to investment risks, including possible loss of the principal amount invested.
