Custody and Investment Management Accounts
Our Custody and Investment Management service is a convenient way for you to consolidate your various investments into a single account. We contact your broker, mutual fund providers, and any other financial institutions in which you have investments informing them that you have named us as your custodian. These investments are transferred to us and we report all details to you in your statement. We do the work of collecting income from your investments and crediting it to your account, keeping track of changes in your portfolio such as stock splits and tender offers, and voting proxies.
In managing your investments, you can keep as much or as little control as you wish. When you ask us to manage for you, we do so on a personalized basis, taking into consideration your needs, goals, and risk tolerance. Whether you want to protect your capital, generate income, aggressively grow your portfolio, or have other goals, we work with you to manage your assets to those ends. Our experienced Trust Officers can assess the investments appropriate to meeting your needs and perform all the buying and selling of securities on your behalf.
But, we don't simply set up an account for you and continue to handle it the same way indefinitely. We monitor your investments periodically and make any adjustments that are prudent in light of market conditions and in consideration of changes in your personal circumstances.
We report everything to you in your monthly statement, and enable you to view your account information at any time via our internet service, CTWeb. On an annual basis, we also provide a tax summary for you and your tax return preparer.
