Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday. We will reopen for regular business hours on Monday, November 28, 2022.
Experience you can count on. Service you can trust.
STRATA Trust Company was founded in 2008 as a wholly-owned subsidiary of Horizon Bank, SSB. Based in Texas and formerly known as Self Directed IRA Services, Inc., STRATA has strategically realigned to support a broad range of investment professional partners in growing their SDIRA assets. We take pride in empowering investors to reach their retirement goals by providing custody of alternative investment IRAs as well as traditional assets.
Important Milestones in the Evolution of Our Company
Self Directed IRA Services, Inc. is established.
Launched institutional IRA services to benefit investment platforms, advisors and professionals.
A new industry milestone: STRATA Trust is one of the first to work with crowdfunding platforms.
Assets under custody exceeded $1B.
Self Directed IRA Services, Inc. rebrands and STRATA Trust Company is born.
Attained $2 Billion in assets under custody. Grew to 50+ employees.
Kicked off STRATA's Investor/Financial Professional Self Service Portal.
Attained $3B in assets under custody. ServiceNOW form technology introduced for simplified IRA transactions.
We've built our business on trust.
In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace. It’s our mission to provide the highest level of customer service, attention to detail and dedication to satisfy your long-term needs. Download STRATA at a Glance here.
Advantages of using STRATA:
Complete investment flexibility beyond what most banks, brokerage firms and other financial institutions allow
A national leader with over 350 years of combined experience in the self-directed IRA industry
Working with individual investors, as well as investment platforms, advisors and professionals nationwide
Our ability to be flexible, balanced and accessible means you experience less red tape that permeates our larger competitors
Unmatched personalized service and dedication
An IRA custodian subject to robust regulation and compliance safeguards
While the Internet is generally not a secure environment and no one can guarantee absolute security, we strive to provide our clients with a level of comfort about the security of the information they store and transmit through our website. Protecting your personal information is of vital importance to STRATA Trust. It is our goal that all information submitted, and transactions completed through this Website are confidential and secure. To read our full security policy, visit our Security Policy page.
We maintain a comprehensive data recovery plan, including business continuity services and daily backup of data at a secure offsite facility. Strict policies are maintained to ensure the security of our clients’ records.
As a regulated financial institution, it is our policy not to disclose, either directly or indirectly, any personal information about our clients to third parties without the prior written consent of the client, except for our legitimate business purposes and in compliance with all applicable laws and regulations. In addition, we do not provide account or personal information to outside companies that conduct independent telemarketing or direct mail marketing.
Through Horizon Bank, we maintain a comprehensive insurance package, including financial institution bond policy, banker’s professional liability insurance and directors and officers’ liability insurance through underwriters rated A+ (excellent) by A.M. Best.
As a subsidiary of Horizon Bank, we are regulated by the Texas Department of Banking, which conducts regular examinations of our operation. In addition, we are audited regularly by independent auditing firms for IRA compliance.
Funds received into an account are deposited into an interest-bearing account with our parent company, Horizon Bank, or other financial institutions selected by us where balances are FDIC-insured up to $250,000 per account holder. Aside from this FDIC coverage on uninvested funds, there is no protection provided for investments held in our IRA accounts unless specifically provided by the investment.
See the latest headlines from STRATA Trust Company about the self-directed IRA industry.
IRAs are tax-smart investments offering tax-deferred and tax-free investment earnings, among other benefits. The tax laws provide these benefits and allow IRA owners great flexibility in selecting investments and moving...
Among the numerous investment options available, a recently revitalized asset is private bank stock investments. Across the alternative asset marketplace, many financial professionals are seeing seasoned investors starting to focus...
STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
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