American National Bank & Trust’s custody services provide the flexibility of allowing you to manage your own investment portfolio, while freeing you from the burden of administrative tasks.
Under a custody arrangement, you retain full ownership of the assets and control over the investment management decisions. You may place additional assets in your account, make withdrawals, or terminate the account at your discretion, and reserve the ability to make all security purchase and sale decisions.
American National Bank & Trust will handle all the accounting and administrative details for your account. We provide physical protection of your securities, execute your security transactions, reinvest income, make distributions in accordance with your requests and provide 1099 or other federal income tax reporting for your account.
Contact one of our account representatives today to see how American National Bank & Trust’s custody services can help you achieve your financial planning goals.