Custodial Services
People today are always on the go… traveling for both business and pleasure, keeping up with family members who live near or far away… and enjoying favorite pursuits. There are others who simply don't enjoy or have difficulty with the details of managing their investments. It's no wonder many people have turned to our Trust and Asset Management Group for custodial investment services. We handle routine investment matters, like collecting interest dividends and managing your directed reinvestment issues. Take time to enjoy life and leave the paperwork to us.
- Safekeeping
- Escrow accounts
- Power of attorney
- Custodian of retirement plans
- Custodian of pension benefit payments
For more information or a FREE financial consultation, contact us today!
