Our custody services eliminate the clerical accounting details that are inherent with self-directed investing. You gain peace of mind in knowing that your assets are safe and secure.

Among the many services we offer:

Detailed record keeping
Quarterly transaction reporting
Current market value
Accurate reporting of account's cost basis
Full settlement capabilities
Collections and disbursements
Securities processing

For more information, you may call (304) 348-8355 or 1-800-626-4758 x8355.




Not FDIC Insured May Lose Value Not Bank Guaranteed