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Personal Custody Services
For clients who prefer to direct their own investment decisions, our personal custody services can:
- Ensure accuracy in record keeping
- Provide timely collection and reinvestment
- Provide independent pricing and daily valuation
- Promptly notify clients of pending stock splits, bond calls, tender offers or proxies
We have a long tradition of providing custodial services for special assets, including:
- Limited partnerships
- Intellectual property
- Private notes
Getting Started
As a valued client, you deserve the resources and one-on-one personal attention you can find only at City National Bank.
To learn more, please contact us or visit us at one of our Private Client Services locations.
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