Managed & Self Directed IRAs & 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 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
  • Not FDIC insured. May lose value. No bank guarantee.