Prestige Money Market
Invested in high-yield government money markets, the Prestige Money Market account keeps your cash accessible and offers bill paying options for a smooth private banking experience that is personalized for you.
Investment Management Agency
Our portfolio manager will select investments that take advantage of the current market and help you develop an effective long-term investment strategy based on:
- Tax efficiency for your specific situation and goals
- Time horizon and risk tolerance
- Your need to grow assets, preserve capital, and generate income
Safekeeping / Custody Agency
We do the work and maintain the records. You make the decisions.
- Safekeeping of securities
- Providing record keeping and monthly statements
- Administrative services
This is an account set up under the “Uniform Gift or Transfer to Minors Act,” which allows gifts of real and personal property to be given to minors and eliminates the need to set up a trust.
College Saving Plans
Coverdell IRA offers a tax advantage investment vehicle that allows you to save today for future education expenses.