Welcome! We offer a range of account types to meet your investing needs. When you invest with Saturna Capital, you invest with an experienced team of professionals dedicated to helping you reach your goals.
Individual and Joint Accounts
Uniform Gift/Transfer to Minor Account
Health Savings Account (HSA)
Education Savings Account (ESA)
Individual Retirement Plans:
Rollovers & Transfers
A Wide 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 own risk and return objectives. Additionally, with a self-directed brokerage option, you can purchase stocks, bonds, fixed income securities including CDs and US Treasurys, plus a wide range of unaffiliated mutual funds.
At Saturna Capital, we help make investing easy. Our staff is dedicated to helping you with your questions. Your account representative can help you customize your investing strategy. You can even invest automatically from your bank account to most Saturna Capital accounts.
Saturna's No-Load Mutual Funds
If you invest in any of Saturna's affiliated no-load mutual funds, we will not charge you any account opening, maintenance, or custodial fees on your account (mutual fund expenses do apply).
Investments in mutual funds are subject to ongoing expenses that shareowners pay indirectly. Please consult a fund's prospectus or summary prospectus for more details.
Self-Directed Brokerage Account
If you wish to purchase unaffiliated mutual funds, stocks, bonds, limited partnerships, or other options as part of your investing strategy, a Self-Directed Brokerage account is also available for some account types. A self-directed Saturna Brokerage Services account enables you to purchase and sell a variety of securities. A regular brokerage statement is provided showing each security in your account and its current value. The account is subject to normal brokerage commissions and other possible charges (see the Commission Schedule at www.saturna.com/sbs).
Please note: Accounts with Saturna's No-Load Mutual Funds and Self-Directed Brokerage accounts are not advisory accounts; Saturna Brokerage Services does not provide investment advice. Saturna Capital provides investment advice only under specific contracts.