CUSTODIAL AND ESCROW SERVICES
Custody Services
The paperwork involved in securities investing can be overwhelming. We assume responsibility for the safekeeping and custody of your investment portfolio while you and/or your investment advisor retain full control of investment decisions. This can be especially useful for self-trusteed trusts and charitable foundations. Our services include:
- Securities Trades Execution
- Income Collection and Distribution
- Transaction Reporting and Accounting
- Assignment of an Individual Account Officer
As an added feature, our affiliate, BOSC, Inc., a full service brokerage firm, is available to execute trades at discount brokerage rates.
Escrow Services
In some situations, you may wish to have funds, securities and/or important documents administered by an impartial financial professional. Through our escrow service, a trust professional, acting as escrow agent, will hold and distribute items in accordance with your instructions as dictated in an escrow agreement. Under an escrow agreement, you determine how all funds will be invested. The role of the escrow agent is to carry out the terms of the escrow agreement.
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