The C&N Trust and Financial Management Group provides custody accounts for those individuals or organizations who wish to manage their own investments, but prefer to assign custody and safekeeping of those assets to a Trust company, allowing them to hold their assets in one secure location. A custody account offers clients a quick and low-cost way to manage multiple assets in one place. As custodian, we can protect securities, collect and remit income, and administer complex records. For your convenience, year-end tax reports are provided to simplify tax reporting and preparation.
Contact us, toll-free, at 1-800-487-8784 or via email: firstname.lastname@example.org.
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.