Trust & Wealth Management
The custodial account is an administrative service that does not include investment management or advice. We perform all the accounting, record keeping, and income collection duties for your investments.
The custody account is great for people too busy to devote adequate time to their investments and record keeping. Periodic reports sent to you reflect all transactions on your investments, purchases, sales, income collected, expenses, rentals, maturities, gains and losses. Everything your tax advisor will need about your investments will be provided on a year-end tax report.
We invite you to contact us to come in and discuss our services without charge or obligation.
Please Note: These products are not FDIC insured, are not deposits, obligations of or guaranteed by Southwest National Bank and involve investment risk including possible loss of principal amount invested.