Printer Friendly    

Custody Services

In certain client situations, part of our overall solution includes custody services. If a client prefers to manage part, or all, of their investments, but seek assistance with the clerical and accounting details that are behind this type of self-directed investing, Wayne Hummer Wealth Management can help. With our custody services, we oversee the safekeeping of your securities, while you maintain ownership and control. Our custody services include:

  • Safekeeping of assets in your name
  • Account activity and balance information
  • Regular periodic statements







  • Statement of Financial Condition  |  Important Legal Information  |  Investor Disclosures  |  Site Map
    Securities and insurance products offered through Wayne Hummer Investments, Member FINRA /Member SIPC  |  Accounts carried by First Clearing, LLC, member NYSE/SIPC
    Trust and Asset Management services offered by Wayne Hummer Trust Company and Wayne Hummer Asset Management Company, respectively.
    NOT FDIC INSURED  |  NO BANK GUARANTEE  |  MAY LOSE VALUE
    © Copyright 2007 Wayne Hummer Wealth Management
    menu by opencube