Custodial Accounts

Custodial accounts are created to hold and protect securities, for the benefit of the person or organization owns them. Keep in mind that this does not mean that the securities aren't yours. You own them and you control them, but you have someone who manages them – Wealth Management Services.

 As Custodian, WMS will provide the collection of investment income, reinvestment or disbursements as directed, specialized account recordkeeping and periodic statements. All for your benefit.

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