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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

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