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Custodial Accounts

Custodial Accounts are for individuals who want to invest in different types of investments, such as mutual funds, government securities, stock, or certificates of deposit, but do not necessarily want to take the time to handle the paperwork. Custodial Accounts

You can diversify and change your investments as often as you choose to optimize your return. As custodian for the assets of individual investors, we provide various bookkeeping services, including periodic consolidated statements, collection and distribution of income, details of purchases and sales of securities, notification of all transactions, and year-end tax information.