Put your knowledge into action

Expert custody for alternative assets—defined by experience, distinguished by service

Individual investors

Invest beyond the ordinary

Individual investors

We make it simple to invest in what you know and believe in

Financial professionals

Work with a trusted custodian

Financial professionals

Decades of experience financial professionals rely on

Alternative investments, unlimited potential

Alternative investments have played a role in retirement strategies for decades, and their performance tells a clear story.

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Private assets

Directly owned real estate

Gold & precious metals

Public investments

Trending insights

Types of SDIRAs

Find the right self-directed IRA for you

Explore tax-advantaged retirement accounts designed to fit your investment strategy and financial goals.

Traditional IRA
Roth IRA
SEP IRA
Simple IRA

Learn more about types of SDIRAs

Tools for success

Investment Hub

Onboarding and self-directing your investments is easy with STRATA

Calculators

Discover what may be next in your retirement planning journey

Forms

Complete, sign, and securely electronically transmit your service requests

Protect Yourself

Essential due diligence, resources, and best practices to help keep your retirement investments secure

46k+

investors empowered

$7.5B+

assets under custody

350+

years of collective experience

Why STRATA

Experience you can count on. Service you can trust.

Choosing the right custodian is about more than processing transactions—it’s about experience you can trust and service that puts your needs first. STRATA Trust Company provides custody for both alternative and traditional assets, giving individual investors the flexibility to pursue unique private market investments and financial professionals the confidence to offer seamless self-directed IRA solutions. Since 2008, we have delivered clarity, consistency, and personal support to help you navigate every step of the self-directed IRA journey.

Discover what sets STRATA apart

A smarter way to invest starts here

Open: Choose the type of IRA that fits your goals and complete our quick online application.
Fund: Transfer funds from another IRA, roll over a 401(k), or make a new contribution.
Invest: Tell us where to direct your investment—we’ll handle the custodial details and keep you compliant.

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Jon W & Pam K

Customer-oriented

I have found every individual at this company to be truly customer-oriented.
Source: TrustPilot

Steve B.

Thank you for caring STRATA team

Everyone that I have dealt with in the company has been very courteous and helpful. It’s so refreshing to deal with people who are truly interested in helping out their customers!! Bravo and thanks to the whole team for helping me get through this process without any problems!!!
Source: TrustPilot

Paul M.

The last 10 years with STRATA have been excellent.

Everything over the last 10 years has been handled very well. Reporting and documentation are excellent. They are trustworthy and they do have decent people to work with. One in particular is Heather. She has the experience and knowledge to identify and solve problems quickly.
Source: TrustPilot

Claire S.

Solid service from a trustworthy company

STRATA was recommended to me by a trusted financial advisor, and I have not been disappointed. I call them whenever I have questions regarding my self-directed IRA. They are always right there for me, with sincere friendliness, directing me to the right person to answer my question. After three years of actively doing business there, I can highly recommend STRATA to anyone needing their services.
Source: TrustPilot

Jim F.

Above and beyond

I had an unusual experience with one of my investments. STRATA went WELL BEYOND their obligations to help me through my issues. AND it did not take me begging and pleading. They recognized the issue and initiated a process to resolve it. The attitude of the front-line customer service agent to the upper management was unbelievably helpful. THANK YOU, STRATA!
Source: Google Reviews

Need help? We’re here for you

FAQs, access forms, or connect with our support team for personalized assistance.

Real estate support

Whether you’re purchasing, selling, or managing property in your self-directed IRA, you’ll have our expertise.

Get real estate support

Private asset support

From private equity to private debt, we simplify the custodial process so you can focus on your investment strategy.

Manage private assets

Precious metal support

We help you navigate the rules and logistics of holding gold and other metals in your self-directed IRA.

Get gold & metals support

Featured resources

Visit the resource center

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