Category Archives: CNB Custody

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs 

September 18, 2020

CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs. 

Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need in the marketplace for a custodian to provide a high level of customer service with reasonable fees to hold direct real estate within IRAs.  We believe our solution will help real estate investors navigate through the complexities of adding direct real estate to an IRA.” 

The customer service provided by the experts at CNB is second to none, and when dealing with a complex investment type this makes a big difference to investors.  This high touch approach allows us to concentrate on providing expertise, accuracy, and assurance to the investor.

As with all CNB products, our fee schedule for real estate is simple and very competitive.  While many custodians will charge for real estate based on the value of the asset, CNB has a set low fee per property held.

While we understand that direct real estate is not always foremost in the minds of investment representatives, our offering will be of interest for those with clients looking for this type of diversification within their IRAs.  For additional information, please visit


New! CNB Is Now Able to Custody Precious Metals

New! CNB Is Now Able to Custody Precious Metals

Looking for even further diversification for your clients? CNB will now custody precious metals! For years, experts have recommended physical gold and silver as part of a portfolio diversification strategy and potential hedge against inflation, deflation and currency weaknesses.

With more than 30 years of experience providing innovative resources and services for custodial accounts, our experts can help you navigate the process of adding precious metals to an IRA. We offer two types of accounts, a Precious Metals Only Account, and a Precious Metals Plus Account which allows multiple investments types to be held in the same account as the precious metals. If you are choosing to add precious metals to a custodial account, both of the fee structures offer a great solution at a very competitive cost. Any precious metals purchase or sale transactions will be negotiated with the precious metals dealer of your choice. The dealer will deliver the precious metals for storage and safekeeping directly to the depository, Delaware Depository Services Company. CNB will report the metal values at Spot Price and provide all statements and required tax reporting.

For detailed information, please see our Disclosures & Instructions and Fee Schedule and visit our Precious Metals page. 

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