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Investment Options
Our custodial service insures flexibility through the wide array of
products allowed within a single self-directed account including, but
not limited to, the following public and private investment products:
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Certificates of Deposit
- Treasuries
- REIT’s
- Limited Partnerships
- Private Placements
- and other non-standard investments
If you have a question regarding custody of a particular investment,
please contact us by phone at 1-800-680-0340 or e-mail at
ira@communitynationalbank.net. Prior to acceptance of any investment
for custody, a copy of the subscription document and/or offering
materials may be required to determine administrative feasibility.
All investments, with the exception of the CNB savings balance and
any CNB certificates of deposit, are not FDIC insured; are not
obligations of the bank; are not guaranteed by the bank; and involve
risks, including possible loss of principle.
You are urged to seek professional guidance and/or consider proper
diversification and risk tolerance before directing any investment
activity. CNB does not recommend or evaluate the prudence, merit,
viability or suitability of any investment and will not be responsible
for the performance of any investment product.
Community National Bank (CNB) will provide custodial services with
respect to the investments in your IRA, but we do not provide investment
advice or information, nor are we the agent, partner, employee,
representative, or affiliate of any financial representative, product
sponsor or other individual or entity except as otherwise disclosed. We
are not responsible for and are not bound by any representations,
warranties, statements, agreements, disclosures, advice or information
made by any such person beyond the terms and provisions contained in the
CNB Custodial Agreement, Disclosure Statements, or other CNB forms or
CNB documents.
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