Middleburg Trust Company provides a broad array of clerical and administrative functions as custodian of your assets. Under strict internal controls, we physically protect your stock and bond certificates, as well as other documents from fire, theft, or loss. We will collect dividends, interest and proceeds from bond maturities; and alert you in the event of corporate actions including name changes, stock dividends, and stock splits.

Purchases, sales, and maturities are settled automatically in your account on contract settlement or maturity dates, and we serve prompt notice upon presentation of bonds called prior to maturity. We will notify you and record news of mergers, conversions, rights offerings, liquidations, name changes and tender offers. We will also keep your security records and report periodically to you.

Please give Middleburg Trust a call at (804) 644-2848 to arrange a personal consultation.