Home » Wealth » Personal Trust » Custody Services

Custody Services

Large bank sophistication and execution combined with personal attention and service are the focus of our custody services. Our tested state of the art technology, combined with administrative flexibility, ensures that our clients receive custody services that are second-to-none. We handle the securities and perform all the administrative tasks with a penchant for detail and a level of individualized service that is unsurpassed.

Our Services

  • Executing buy/sell orders
  • Collecting, depositing, disbursing and reinvesting income
  • Maintaining accurate and timely records of all transactions
  • Providing regular reports detailing all account activity
  • Supplying tax information

Frequently Asked Questions

Why Choose WSFS?

Christiana Trust was founded with a simple principle: combine superior, informed asset management services, delivered by experienced professionals with access to the best technology. Our dedicated Associates are committed to ensuring that our individual clients receive the personal attention they deserve and the services and products that are crucial to meeting their strategic goals.

Carefully implemented trust and asset management strategies can be instrumental in providing for the continued wellbeing of individuals and their families. When Christiana Trust acts as trustee, it does so in a personal and experienced manner that is tailored to each client’s requirements and expectations.

Our firm is staffed by knowledgeable and caring professionals committed to a high level of personal service. Working with the client’s trusted advisors, we provide the expertise needed to implement a strategy that will meet the client’s needs and objectives.

Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

TommyJoe Valenzuela

VP, Trust Sales Officer

Personal Trust

Professional trust solutions to help you prepare for tomorrow.

Todd Hammond

AVP, Business Development Officer

Personal Trust

We provide high-quality trust services.

Related Articles

All About Reverse Mortgages

When you’re preparing for your financial future, it’s smart to think about what you’ll need for a comfortable retirement.<br>

Read More

Planning to Buy Your First Home

Buying your first home is a big and exciting step. The first step is to talk with a Mortgage Loan Officer at your bank.<br>

Read More

5 Ways to Save for a Big Purchase

There's no shortcut to saving money for a big expense. It takes time, effort and patience. But there are things you can do to make the process easier.<br>

Read More