Owning an investment portfolio has its advantages, including building your financial security, income and possible asset growth. But, it takes a lot of time to care for that portfolio. That's where CNB comes in. We're securities care professionals and have the record-keeping systems, support staff and experienced management to take all the time-consuming administrative tasks off your hands.
Complete Custodial Services include:
- Safekeeping for your securities
- Execution of your buy and sell orders
- Collection of your investment income
- Maintenance of accurate records on your account
- Periodic statements of your account
- Providing information you need to prepare your income tax returns
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.