Managed & Self Directed IRA & Custodial Services

Many conventional IRAs offer only certificates of deposit and money market funds as investment options. Whether you prefer to manage your IRA or have our investment professionals make the selections for you, virtually the entire universe of investment options is available when you maintain your account in Devon Bank’s Trust and Wealth Management Department.

If you have assets at several brokers, in one or more safe deposit boxes, or under your mattress, Devon Bank’s Trust and Wealth Management Department can take charge and place them under one umbrella for you.

We will:

  • Settle all trades
  • Collect dividends or interest
  • Create a concise statement showing all your assets
  • Provide you with one tax report to make April a much easier month

Devon Bank's Trust and Wealth Management Department is distinct from Devon Bank for some FDIC Deposit Insurance coverage purposes. Please note that funds may not be FDIC insured, may lose value, and are not Bank guaranteed.

Bank Key Business Management Search Locations Login FDIC housing
Scroll to Top