Beacon Trust Company offers to individual and institutional clients custodial and safekeeping services for all U.S. dollar-denominated securities.

• Trade Clearance and Safekeeping of Securities
  At all times investment decisions are under client control, and no payments are made or securities delivered without specific instructions.
  
  
• Collection of Dividends and Interest
  Dividends and interest are collected on payment date and automatically credited to clients' accounts.
  
  
• Notification of Possible Capital Reorganizations
  The client is promptly advised of all corporate developments which may require action, including rights offerings, stock tender offers, calls on bonds or preferred stocks, stock splits, or corporate reorganizations.
  
  
• Monthly Statements and Portfolio Reviews
  Shortly after the end of each month, the client receives a statement listing all income received or disbursed and all securities received or delivered, whether free or against payment. The client also receives a portfolio review, showing tax cost and market value.
  
  
• Other Services
  

The minimum size of a Custody Account: $1,000,000

 

Beacon Trust Company
333 Main Street, Madison, NJ 07940
(973) 377-8090