Custodial Services
Hold your assets securely in one place with Cadence Asset Management and Trust.
Get in touchCustody Accounts
A custody account offers you a quick and affordable way to manage multiple assets in one place. Custody accounts can hold a variety of investment options, including cash, stocks, bonds, real estate investment trusts (REITS), mutual funds, and notes secured by deeds of trust or mortgages.
As custodian, Cadence can protect securities, collect and remit income, administer complex records, and provide year-end tax reports to help simplify tax reporting and preparation. We work closely with you to provide custom custodial solutions to meet your business’s unique needs.
Our custodial services include:
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Online account access
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Safekeeping of securities
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Daily investment of any cash balances into an interest-bearing money market fund
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Execution of buy and sell orders
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Income collection
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Record-keeping and tax reporting
Put your trust in Cadence Asset Management & Trust.
Find out more about our custodial services.
INSURANCE AND INVESTMENT PRODUCTS:
Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
