The Saturna IRA Advantage

Open your IRA with Saturna 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 IRA to reflect your own risk and return objectives. In addition, in a self-directed Saturna Brokerage IRA, you can purchase stocks, bonds, fixed income securities including CDs and U.S. Treasuries, plus a wide range of unaffiliated mutual funds.

Personalized Service
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 IRA 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. Self-directed Brokerage IRAs with Saturna Brokerage Services will be charged an annual $25 custodial fee. There is never a fee on contributions or distributions.

Self-Directed IRA
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 IRA investments, the Self-Directed IRA brokerage account is also available. A Self-Directed IRA is a special Saturna Brokerage Services brokerage account enabling you to purchase and sell a variety of securities for your IRA. A regular brokerage statement is provided showing each security in your IRA and its current value. There is an annual custodial fee of $25 for each Self-Directed IRA brokerage account, and the account is subject to normal brokerage commissions and other possible charges.