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Agent For Trustee
An Agent for Trustee includes professional investment management expertise in either a Managed Agency or Trust Account. This could entail traditional and non-traditional assets.
In addition, there are also Non-Discretionary Custody Accounts, which are trading accounts with a securities broker or an investment advisor who is authorized to make trades on the client’s behalf. This includes professional record-keeping without investment advice and may hold assets you wish to retain, but not manage.
For more information or to schedule an appointment with a Trust & Investment Management Officer, contact us.
CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.