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You > Financial Planning Strategies

Personal Custodial Services

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  

 

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.

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.