Investment, Management & Custodial Services
- Summary
Are you spending more time than you would like keeping track of your investments? Have you misplaced the cost basis information on your assets, or do you travel often and need assistance with payment of your monthly bills, etc.? Our custodial services may be ideal for you! These services provide the benefit of safekeeping of your assets, execution of stock trades with a discounted brokerage fee, comprehensive year-end tax reporting, distribution of income as required and a monthly statement reflecting all activity on the account.
Our certified trust personnel will assist you with the development of an asset investment plan to fit your needs and objectives. We offer our clients the flexibility of determining how much or how little involvement they prefer in the management of their portfolio. Contact a First State Bank representative today to see how we can help you!
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