For the customer who does not require investment
advice, the bank provides day-to-day transactions and record-keeping
for their investment portfolio. Coconut Grove Bank administers
all the details for this type of customer, such as collection
and disbursement of income, payment of bills, execution of
sales and purchases of securities as directed by customer
- providing transaction statements and asset inventory, and
custody in the safekeeping of securities.
| Independent professional
consultation and management |
Provide complete investment
accounting, record keeping, and income collection; meticulous
records of every receipt and disbursement; easy to read
and understand statements. |
Getting Started:
For additional details and restrictions or to open an account,
please visit your local Coconut Grove Bank Branch Office.
Click here for hours and branch
locations.
|
