Custody Services

Custody Services that provide security – and consistency.

For clients who travel frequently or need professional assistance with record keeping and other financial responsibilities, Cambridge Appleton Trust offers Custody Services designed to provide consistency. Clients may continue to manage their own investments, but utilize this service which includes:

• Asset safekeeping
• Record keeping
• Year-end tax letters
• Purchases and sales of securities directed by the client.

To learn more about Cambridge Appleton Trust’s Custodial Services, call James O'Neil at (877) 322-2862 (toll free) or (617) 441-4250 or send us an e-mail.