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
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.