Our professional team keeps accurate and detailed financial and transaction records. We alert you of any capital changes. And we execute daily investments to protect your wealth.

Your portfolio demands one-on-one attention. Our custody services clients are assigned an individual experienced trust officer and relationship associate for consistency, accountability and excellent customer service.

We assume full responsibility for the safekeeping and custody of your investment portfolio. And, we always remember that you and/or your investment advisor retain full control of investment decisions.