|
A) |
Analysis of securities and
investment objectives. |
|
B) |
Collect income and
principal. |
|
C) |
Detailed accounting for both
income and principal and
list of assets showing
current market value and
cost value. |
|
D) |
Process purchases and sales
of securities. |
|
E) |
Distribute monies as
authorized. |
|
F) |
Comprehensive year-end
reports for tax preparation
and investment performance
analysis. |
|
G) |
Periodic investment reviews
by our Trust Committee based
on a current inventory and
analysis of the assets. |
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