About Us

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. Formerly known as Self Directed IRA Services, Inc., STRATA has strategically realigned to support a broad range of investment professional partners in growing their IRA assets. We take pride in empowering investors to reach their retirement goals by providing administration and custody of alternative and traditional assets.

View our company brochure here.

 

Important Milestones in the
Evolution of Our Company

We’ve been a trusted ally and custodian to clients for over 9 years.
See how it all began:

2008

Self Directed IRA Services, Inc. is established.

2010

Launched institutional IRA services to benefit investment platforms, advisors and professionals

2015

Assets under custody exceeded $1 billion and continue to rise.

2016

2016

A new financial milestone is achieved. $1.5 billion in assets under custody.

2017

Self Directed IRA Services, Inc. rebrands and STRATA Trust Company is born.

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.

 

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

Account Security and Protection Concerns

  • Business Continuity
    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.
  • Client Information Privacy
    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.
  • Professional Liability Insurance
    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.
  • Regulatory and Audit Controls
    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 such as RSM and Ascensus for IRA compliance.
  • Uninvested Cash
    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.

STRATA in the News

See the latest headlines about STRATA Trust Company and the self-directed IRA industry.

Top 10 Tips For Making An IRA Contribution

Calendar year 2018 may be over, but it’s not too late to fund your IRA for 2018. You have up until your tax return due date (generally April 15) to...

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Why Did I Receive A Form 1099-R?

If you took money or property out of your employer’s retirement plan or your IRA in 2018, you will receive an IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or...

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STRATA Teams Up With TD Ameritrade to Offer Online Trading

While STRATA’s edge has always been our ability to custody unconventional and alternative assets, sometimes investors and advisors ask about setting up an online brokerage account within a STRATA IRA....

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Technology Partners

Get to know a few of the technology partners we work with to provide our clients safe and reliable resources for their alternative assets.

Innovest Systems
Efficient Technology, Inc.
Laserfiche
MeridianLink
Millennial Vision Inc.
DocuSign

Meet the Team

Meet the highly qualified team that's as passionate about self-directed IRAs as they are about delivering personalized service.

Get to know us

Let's work together

We're a small, dedicated team, but we're always looking to work with the best and brightest.

See Job Openings

Want to know more about us?

Give us a call. We’re always excited to talk to prospective clients about the tremendous potential of self-directed IRAs.

866-928-9394

Contact Us

Recommended Reading

© 2019 STRATA Trust Company. All Rights Reserved.

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

External Link Disclaimer

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