Custody Accounts and Investment Management Accounts Custodial services enable you to retain control of your investments, do your own research, and make your own investment decisions. As a Custodian, we will manage all of the administrative details to include investment management, income collection, securities safekeeping and periodic statements. Should you desire, you may elect to have usmanage your investments for you. We will work closely with you to create the portfolio that is right for you.