Broker Check

Custody – Trustee

Capital & Security Management is not chartered to serve as custodian or trustee of client assets. The firm has negotiated attractive custodian services and low brokerage commissions at many highly regarded local banks. The firm also has a similar attractive fee arrangement for those who want a local bank to be trustee, but who want the firm to manage investments. Charles Schwab also provides attractive custodian services. We assist in the transfer and establishment of new accounts with any custodian.