Coconut Grove Bank offers individual portfolio
management, working to meet the goals and objectives of the
owner. Our service includes custody of assets, record-keeping,
collection and disbursement of income, receipt of capital
changes including stock dividends, exchanges, splits, etc.,
and the purchase and sale of securities in accordance with
your objectives. You may direct the Bank to manage your investments
for you, or to simply provide investment advice for your final
approval.
| Independent professional
consultation and management |
Professional management
and advice for asset growth and protection. |
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.
|
