Investment Services











Custody of Assets

If you prefer to make your own investment decisions, but don't want to be bogged down by the time-consuming chores of owning securities, our Custody accounts may be just what you need. With this type of account, assets are bought and sold only at the client's instructions.

It is important to note that our investment professionals do not offer investment advice or recommendations for Custody Accounts, but furnish periodic detailed statements listing transactions and performance.

Investment Management Accounts

An Investment Management Account (IMA) relieves you of the daily stress of keeping up with the continually changing financial market. When you open an IMA, we will develop an asset allocation plan just for you based on your risk tolerance, financial goals, and objectives. Then, we will make investment decisions for your account based on thorough and comprehensive research of all appropriate investments and market conditions.

In the ongoing analysis of your IMA account:

  • We measure the performance of your current investments
  • We monitor the market for other attractive investments
  • We carefully watch economic conditions and market movements.
  • IMAs are available to individuals (taxable or taxpayer deferred accounts), small businesses, pensions, and profit sharing plans.

Escrow Accounts

  • 1031 Exchange

Educational Plans

  • Coverdell Education Savings Account
  • Uniform Transfer to Minors Act Account