Wouldn’t it be great to pay lower fees and get a higher level of personal service from industry-leading experts? Maybe it’s time to take a look at CNB Custody. For more than three decades, we’ve been providing smart solutions and innovative resources focused on alternative investment custody for IRA and non-qualified accounts. We are advisor-focused and service-driven, meaning you get the personal attention and timely responses you deserve. We pride ourselves on building lifelong relationships and lasting partnerships that are a reflection of our dedication to the advisors we serve.
Here are just a few reasons to take a closer look at CNB Custody:
- We answer the phone so you can talk directly to a member of our highly experienced team
- We provide quick, accurate processing with fast turnaround times
- We offer fee-based accounts and submit advisory fees to your firm
- We streamline transactions with DocuSign signatures for account opening and processing
- Investment valuations are collected by our team of experts, not from clients or advisors
As you well know, higher fees can add up over time and dramatically reduce your clients’ return on investments. You work hard for your clients. Let CNB Custody work hard for you. Take a moment to compare our fees with what your clients are paying now. Click on the link below.