Custody Services

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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


    • Securities and insurance products offered through Wayne Hummer Investments, member NASD/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