CAMELS Self-Directed IRA Resource Center

Launch Your Bank’s Self-Directed IRA Program Today!

Your community bank can realize significant shareholder/investor benefits by matching long-term investment dollars associated with Individual Retirement Accounts (IRAs) and targeting those dollars for the purchase of community bank holding company/bank stock.

CAMELS Self-Directed IRA Program is a Turnkey Solution for Building, Managing, and Marketing Your Bank’s Self-Directed IRA Program

CAMELS Self-Directed IRA Program is accessed through a subscription-based website offering comprehensive tools for:

  • Increasing common stock liquidity
  • Encouraging consistent stock purchases
  • Handling large block sales without needing to rely on stock buy-back programs.
  • Gaining immediate access to funds already set aside for long-term investment supporting future capital offerings.

CAMELS’ Self-Directed IRA Resource Center offers a simple yet comprehensive subscription-based solution that allows privately-held community banks to quickly and cohesively implement their own bank stock self-directed IRA program, addressing stock liquidity concerns and aging shareholders.

CAMELS’ Self-Directed IRA Resource Center provides:

  • All of the compliance, operations and marketing tools your bank needs to get your Self-Directed IRA program up and running immediately.
  • Training methodolgy to get new staff up to speed quickly and easily.
  • Membership in CAMELS self-directed IRA online community to ask/answer questions and share resources and insights with other banks and industry experts.
  • Benefits for bank shareholders, banks and/or bank holding companies from investment advantages typically only offered by brokerage firms for publicly-traded stock.

Learn more about CAMELS Self-Directed IRA Resource Center Website Download the CAMELS Self-Directed IRA Resource Center Flyer Subscribe Now…Take Advantage of Introductory Pricing!


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