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August 3, 2022

Michelle Thomas: CNB Custody’s Role with Cryptocurrencies

In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, Michelle Thomas (CNB Custody)...

June 13, 2022

CNB Custody: Alternative Asset Custody: Solutions To Your Biggest Issues

Blue Vault research subscribers can watch CNB Custody's Blue Vault Bowman Alts Week 2022 presentation, featuring Michelle Thomas (Vice President, Marketing & Business Development).

March 23, 2022

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts March 22, 2022 | Heather Acey | WealthForge Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying alternatives for wealth advisors. CNB forms are directly available…

September 24, 2020

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…

May 28, 2020

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...

May 6, 2020

Highlights from Blue Vault Bowman Alts Week 2020: Day 3

The third day of panel discussions and presentations at Blue Vault Bowman Alts Week 2020 brought out interesting perspectives on how the “new normal” will look.