Custody Services​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

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Put your portfolio in the right hands.

Maintaining your portfolio can be a full-time job. Leave the burden and responsibility of the day-to-day administration in the hands of the highly skilled Comerica Private Fiduciary Services professionals. Through comprehensive, customized services, Comerica’s specialists can offer their support, administering your portfolio with minimum demands on your time. The efficient, skillful, day-to-day administration of your portfolio is always the singular focus of Comerica Private Fiduciary Services professionals​.

Features include

  • Collection and reinvestment of income
    • Collection of dividend and interest payments
    • Deposit or remitting of income as directed
    • Automatic investment of available cash in a money market fund to help ensure a competitive rate of return
  • Safekeeping 
    • Stocks, bonds and other securities are safe from fire, theft, accidental loss and other hazards
  • Audits and bonding
    • Examined and audited by regulatory authorities
    • Officers and other employees are bonded, and a body of insurance coverage protects securities placed in our care
  • Oversight protection
    • Automated “tickler” system operates continuously as a reminder of important matters such as bond maturities and calls
  • Information reporting
    • Meticulous records of all transactions, such as
      • Stock and bond transactions reflecting capital gains and losses
      • Asset allocation, projected income and other important figures
      • Total account activity
      • End-of-the-year statement of account activity for income tax preparation​​​​​​​​​​​​​​​​

    Click here to view Disclosures & Footnotes