Why Choose Saturna?
Flexibility & Choice: Your financial situation is one of a kind, and our accounts are designed to meet your specific needs. Whether you are a new investor, or a seasoned pro, we offer a variety of account types that meet you where you are.
Accounts for Individuals
Individual and Joint Accounts
Protect your capital and preserve your wealth through our mutual funds. Our taxable individual and joint accounts offer the flexibility and control you need to invest according to your goals.
Learn more about how our mutual funds can help you secure your financial well-being with confidence.
Individual Retirement Accounts
Whether you are starting a new IRA, or rolling over a retirement account, we provide a range options to help you plan for the years ahead.
Learn more about our retirement planning solutions.
Education & Custodial Accounts
Our Education Savings Accounts (ESA) offer a flexible tax-advantaged way to save for a child’s educational expenses. Custodial Accounts (UTMA / UGMA) help build a strong financial foundation to pass on to the beneficiary.
Learn more about how we can help you invest in your child's education, and beyond.
Health Savings Accounts
With your Qualified High Deductible Health Plan, our Health Savings Account offer tax advantages that help you save and pay for health care costs now and through retirement.
Flexible investment options, perfect for those seeking broad financial growth.
The Shifa HSA offers halal investment options and avoids riba. Grow your health savings without compromising your faith.
Charitable Organization Accounts
Managing wealth wisely is a responsibility for any charitable organization. Saturna is here to guide non-profits every step of the way.
Learn how we can support your charitable organization.
Other offerings
Self-Directed Brokerage Account
If you’re looking to purchase unaffiliated mutual funds, stocks, bonds, limited partnerships, or other options, a Self-Directed Brokerage account might be the right choice. With a self-directed Saturna Brokerage Services account, you can buy and sell a variety of securities, including:
- Stocks
- Bonds
- Fixed income securities, including CDs and US Treasurys
- A range of unaffiliated mutual funds
You’ll receive regular brokerage statements detailing each security in your account and its current value. Standard brokerage commissions and other charges apply.
For more information, consult our Commission Schedule
Services
Your financial journey is unique, and so are your needs. Discover how Saturna Services can provide the support and resources you need to navigate your financial path with confidence.