Custody Services

Whether you are an institutional investment fund managing vast market assets, a corporate entity handling complex transaction accounts, or a high-net-worth individual requiring a certified security framework—we provide the specialized custody infrastructure needed to safeguard investments, capture yields, and protect your capital’s integrity.

Protecting the Integrity of Your Wealth

Institutional Funds

For fund managers and organizations requiring strict regulatory compliance, clear securities clearing, and absolute asset isolation away from standard business operational layers.

Corporate Entities

Delivering an independent safekeeping framework for corporate capital, transactional escrows, and strategic business liquid reserves paired with flawless logistical data streams.

Private Portfolios

Providing high-net-worth families and individual investors with highly secure fiduciary accounting support, consolidated statements, and absolute transactional peace of mind.

Asset Safekeeping & Isolation

Your core securities and physical assets are held in a highly secure, heavily regulated environment, completely isolating your financial portfolio from external corporate operational risk components.

Income Collection & Allocations

We automatically capture dividends, incoming interest payments, and principal maturities across all holdings, instantly routing them directly into your designated operational checking or sweep accounts.

Trade Clearing & Settlement

We provide full administrative backing for processing, clearing, and settling complex securities transactions across global and domestic markets with absolute verification and speed.

Consolidated Record Keeping

Meticulous tracking and historical statement reporting frameworks that cleanly centralize multi-asset balances, significantly simplifying your annual tax preparation and audit trails.

Operational Precision Across Secure Assets

  • Multi-currency and domestic security processing
  • OCC Regulation 9 Fiduciary Review adherence
  • Segregated balancing system parameters
  • Corporate action logistics tracking
  • Automated distribution parameters
  • Year-end auditing data delivery models

Comprehensive Fiduciary Oversight

Fiduciary Safekeeping

Continuous, legal separation of client wealth holdings from the bank’s own balance sheet asset matrices.

Transaction Settlement

Expert handling of specialized clearing schedules, trade execution logistics, and alternative income collections without friction.

Compliance Monitoring

Strict administration, constant auditing verification, and ledger controls built directly around state and federal banking frameworks.

“Farmers & Merchants Bank has always been rooted in Arkansas, and this role is an extension of our commitment to helping landowners and ag-focused companies manage their assets with confidence. Whether it’s an investment group, a trust or an individual landowner, we offer the expertise and oversight needed to enhance productivity, ensure compliance and protect long-term value.”

— Kelly Davis, Chief Trust Officer

Meet Your Trust Officer

Shonda Jones | Trust Officer

Operating directly from our office in Fayetteville, Shonda specializes in comprehensive custody administration, fiduciary safekeeping, and transactional settlement workflows. She coordinates closely with individuals, corporate entities, and legal circles to ensure seamless account processing and data integrity. Her dedicated operational style ensures that client assets are managed with complete precision, giving you institutional-grade oversight combined with a personalized, community-focused approach to client relations.

“I am dedicated to ensuring our clients’ wealth is protected with absolute precision and regulatory care. Our custody services take the operational friction off your shoulders so you can navigate your goals with complete security.”“

Contact: 1 S. Block Avenue, Fayetteville, AR 72701 | 870.672.4221 | [email protected]

Important Disclosures: Investment and specialized asset products are: Not a Deposit | Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured by any Federal Government Agency. The information on this webpage is for educational purposes and does not constitute formal legal, tax, or accounting advice. Please consult with your personal legal and tax advisors regarding your specific asset situation.