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INVESTMENT AGENCY 


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Investment Agent, will work with you in all aspects of the administration of your account.  Our relationship will include the following services:
 

§         Asset Safekeeping

§         Individual Portfolio Management

§         Income Collection

§         Income and Principal Distributions

§         Bill Paying Service

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Return Preparation

§         Income Tax Planning

 

TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.