• Safe-keep all securities;
• Collect dividends, interest, and bond proceeds on maturity or call;
• Pay bills including tax estimates;
• Sell or exercise rights and vote proxies;
• Perform a daily sweep of cash;
• Provide easy access to no-load mutual funds;
• Provide daily Internet access to statements of transactions and market values;
• Provide monthly statements of transactions and assets with market value;
• Provide an annual tax summary.

Investment Management

• Custody of assets (see above);
• Investment management of the assets in accordance with the
  client's objective.

Trustee

• Custody and Investment Management (see above);
• Fiduciary for: 

 
Other

• Executor and Guardian
• Estate Planning

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