Custody Services
As your custodian, Riverview Asset Management & Trust Company will safe-keep your securities, collect dividends and interest, and relieve you of timely record keeping chores. We will also make distributions per your direction and report on your account's activity, including investment performance.
A custody account is not an investment management account and therefore we do not offer investment advice with this product. However, we will invest idle cash daily in one of our money market vehicles and place trades on a timely basis at your direction.
A nominal annual fee is charged for these services, as well as a "per transaction" fee for security trades using our low-cost brokerage clearinghouse.
For more information on our custody services, please contact us.