Custody Services

With the Commonwealth Wealth Management & Trust Group as your custodian, we will assume full responsibility for record-keeping details related to your securities and other investments. In other words, in handling securities and maintaining accounting records, we serve as your financial secretary. We can serve as a clearinghouse for all of your accounts – regardless of how many different brokers you use – giving you the convenience of a single, consolidated portfolio. 

All securities entrusted to our custody are administered to the highest standards of safety and accuracy.

Custody services include:

Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.