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You > Financial Planning Strategies

Institutional Custodial Services

 At CNB, we put every bit as much care and attention to detail into serving our many institutional clients as we do our individual clients.

We serve as custodian for the portfolios of corporations, local governments, money managers, insurance companies, institutions of higher education, endowments, foundations, employer-sponsored retirement plans, and not-for-profit organizations.

Just as we do for each of them, CNB's Custodial Services will provide your organization with exceptional operational support, including dedicated Administrative Officers who will assume full responsibility for your account and deal directly with your managers. You'll also enjoy a consistently outstanding level of administrative performance thanks to low staff turnover, local decision making and our state-of-the-art accounting system featuring TrustRite software.

Our many Institutional Services include:

  • Safekeeping of assets
  • Income collection
  • Security clearances
  • Corporate reorganization processing
  • Investment policy advice and consultation
  • Professional and specialized research 

 

Contact Us
If you would like additional information, please use the contact us form or if you would like to speak with a Financial Services Professional, please call 585.419.0670.

 

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.

Custodial Orange

This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Past performance is not indicative of future investment results. Any investment involves potential risk, including potential loss of capital. Before making any investment decision, please consult your legal, tax and financial advisors. Non-deposit investment products are not bank deposits and are not insured or guaranteed by Canandaigua National Bank & Trust, or any federal or state government or agency and are subject to investment risks, including possible loss of principal amount invested.