Partnerships

Exceptional Experience and Expertise

Why are more and more advisors across the country choosing CNB Custody? Simple. We are experts in IRA rules and regulations. We have decades of experience to meet complex custody needs while delivering insight and solutions to your specific investment requirements. And we have the resources and innovative technology to meet the demands of an ever-changing alternative investment IRA industry.

Remarkably Convenient and Cost Effective

We give you quick and easy access to the information you need to build strong client relationships. Our 24 hour online portal gives you access to client statements, tax forms, IRA information and more. We provide financial advisors with simple, easy-to-understand forms and the ability to quickly run a variety of online reports. Plus, we pride ourselves on keeping your costs low. In an industry that is fueled by fees, we work to keep ours reasonable, transparent and competitive.

Unparalleled Personal Service

While some companies rely on answering machines and outsourced operators, CNB Custody believes that you deserve a high level of personal attention from account managers who actually answer your call. We realize your time is valuable and we’re here to quickly respond to your questions and provide the information you need at a moments notice.