Our Services

Custody

• Safe-keep all securities
• Collect dividends, interest, and bond proceeds on maturity or call;
• Pay bills including tax estimates;
• Sell or exercise rights and vote proxies;
• Perform a daily sweep of cash;
• Provide easy access to no-load mutual funds;
• Provide daily Internet access to statements of transactions and market values;
• Provide monthly statements of transactions and assets with market value;
• Provide an annual tax summary.

Investment Management

• Custody of assets (see above);
• Investment management of the assets in accordance with the 
client’s objective.

Trustee

• Custody and Investment Management (see above);
• Trustee or agent for an individual trustee:

Living Trust	Revocable Trust	Charitable Remainder Trust
Marital Trust	“Crummey” Trust	Credit-Shelter Trust
Grantor Trust	Trust under Will	Testamentary Trust
Standby Trust	Disability Trust	Special Needs Trust
Bypass Trust	Irrevocable Trust	Life Insurance Trust (rev)


Other

• Executor and Guardian