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.
- 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?
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
VP, Trust Sales Officer
Professional trust solutions to help you prepare for tomorrow.
AVP, Business Development Officer