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.
| Features | Benefits |
| 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.