Keep Assets Organized
Using Custodial Services ensures your investment assets are kept separate from your corporate assets and your corporate creditors.
We can custody assets for your organization while you or your investment team direct the investment decisions. We then handle the collection and reporting of income and principal, and coordinate the information and provide reports to you and your team for tax preparation.
We offer a low cost alternative to larger brokerage houses, with personalized services for your business and easy access to our team.