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

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

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…

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…

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...

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.