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.
| Features | Benefits |
| 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.