About Us

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Asset Acceptance

CNB reviews every investment from an administrative standpoint before accepting for custody. Please call or email to verify if the investment you would like held at CNB has already been accepted for custody. If it has not CNB will require:

  • Request for Custody form completed by someone at the investment company
  • A list of officers and principals
  • Offering materials including prospectuses, offering memorandums, operating agreements, subscription agreements, etc.

Our custodial service ensures flexibility through the myriad of products allowed within a single self-directed account including, but not limited to, the following public and private investment products.

REITs
Business Development Companies
Stocks
Private Placements
Certificates of Deposit
Mutual Funds
Interval Funds
Annuities
Private Bank Stock
Limited Liability Corporations
Limited Partnerships
Direct Participation Programs
Hedge Funds
Debentures


You are urged to seek professional guidance and/or consider proper diversification and risk tolerance before directing any investment activity. Community National Bank (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. 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.