We offer investment portfolio record keeping and administrative services that can facilitate the management of your financial assets.
- Dividend income and bond interest are promptly posted to your account.
- Cash received will be swept daily into the money market fund of your choice.
- All capital changes, stock splits and corporate negotiations are posted to your account.
- Tax summaries are provided annually, reporting investment income, including capital gains/losses (where cost basis is provided.)
- Proxies can be voted for you and regular income remittances can be arranged.
Nondeposit investment products are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by, Peapack-Gladstone Bank; and are subject to investment risks, including possible loss of the principal amount invested.