All-in-one custodian services that make your life easier.
Let us help you manage your investments.
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.
ACCOUNT HOLDERS: Click here to access TrustReporter.
Smart and Simple
We learn what you want by getting to know you first.
Learn about our proven and conservative approach to growing, and preserving, your wealth.
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