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IRA & Trust Management

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.

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

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.

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