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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.

Investments through the Bank of Millbrook Trust and Investment Services are not FDIC insured, and may lose value, and are not guaranteed by the Bank of Millbrook Trust and Investment Services

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