Account Custody

Personal trust and fiduciary services you can rely on

Account custody is an indicator of the high service level Woodstock provides. It can be a time- consuming endeavor, one accordingly shunned by many investment advisors. We embrace it because it is important to our clients.

We provide custody account services through Fidelity. Account custody services include asset safekeeping, trade clearance and settlement, income collection, check writing services, transfer services, proxy voting services, corporate activity processing, tax reporting and periodic statement reporting. Our relationship with Fidelity ensures our clients that we are providing them with quality service without compromising our personalized approach or the safekeeping of assets.