Logo for Bank of Millbrook (845) 677.5321

Let us help you manage your investments.

Custodian Account

We can act as your custodian, working with you and/or your investment advisor, to provide administrative and custodial services including accounting records, income collection, trade execution, daily sweep of cash into money market funds, and scheduled disbursements.

There is no investment management or advice provided with this service.

Newsworthy

FBI Fraud Alert: How to tell if you're about to be a victim of fraud.

Learn More