Custody Services

Monitoring the administrative details of your investments can be a time consuming process.  Middleburg Trust Company has the infrastructure and expertise to manage this important process for you.

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. We keep all of your security records and report periodically to you.