Our Services
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