IRA & Trust Management

group photo of Barry Cole, Jim Chadwick, and Jeff Knapp
  • Barry Cole
  • Jim Chadwick
  • Jeff Knapp

Our team of professional Investment Administrators excel in their solid understanding and practical application of Biblical Stewardship; managing portfolios of Trusts and IRAs diligently, investing prudently, and communicating with you personally.

Moody offers professional Trust & IRA management services under certain circumstances and does not charge a management fee for these services. In general, Moody manages Trusts & IRAs in which Moody is named as a significant beneficiary.

Contact Moody's Chief Investment Officer, Jim Chadwick, at (312) 329-4473 or [email protected] to learn more about Moody's no fee IRA and Trust management services.