The Saturna Advantage
Open your retirement account with Saturna Capital and take advantage of:
Range of Investment Choices
We offer a selection of Saturna no-load mutual funds with a variety of investment objectives. By investing in more than one fund, you can tailor your retirement account to reflect your own risk and return objectives. In addition, in a self-directed Saturna Brokerage account, you can purchase stocks, bonds, fixed income securities including CDs and U.S. Treasuries, plus a wide range of unaffiliated mutual funds.
At Saturna Capital, we help make saving for retirement easy. Our staff is dedicated to helping you with your retirement questions. Your trained account representative will help you customize your retirement savings strategy. You can even invest automatically from your bank account to your Saturna mutual fund IRA. Any way you choose to invest, you’ll get one consolidated statement to track your retirement portfolio.
No IRA Fees with Saturna’s No-Load Mutual Funds
If you invest in any of Saturna’s no-load mutual funds, we will not charge you a custodial fee on your IRA account. There is never a fee on contributions or distributions. Trades using self-directed brokerage accounts are subject to commissions.
Self-Directed Brokerage Option
If you wish to purchase non-Saturna mutual funds, stocks, bonds, limited partnerships, or write covered call options on stocks you own as part of your retirement investments, we offer Self-Directed brokerage accounts. Self-Directed brokerage accounts are special Saturna Brokerage Services accounts enabling you to purchase and sell a variety of securities for your retirement plan¹. A regular brokerage statement is provided showing each security in your account and its current value. Self-Directed brokerage accounts are subject to normal brokerage commissions and other possible charges.
¹ Brokerage accounts may not be available in all employer plans, such as some 401(k) plans. Please consult your plan documents or your plan administrator for availability.