We love sharing compelling stories and educational content on retirement planning, alternative assets, and self-directed IRAs. Our media center contains business updates, press releases, articles, podcasts, and our contact details.
To learn more about STRATA Trust Company, visit our About Us page.
If you’re a member of the media and would like to talk, please get in touch with our marketing team.
Melissa Briske, Director of Marketing
254-750-1063
melissa.briske@stratatrust.com
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STRATA’s Kelli Click Featured in U.S. News & World Report’s “7 Rules for Using Real Estate Investments for Passive Income”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor – Here’s how to use passive real estate investing in your portfolio. Investing in real estate can be a smart move if...
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STRATA’s Patrick Hagen Featured in PlanAdviser’s “Many Project Mild Interest in Private Equity Among DC Plans”
Article originally published in PlanAdviser by Lee Barney – On June 3, the Department of Labor (DOL) issued an Information Letter published in response to an inquiry by Groom Law Group on behalf of two...
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STRATA’s Kelli Click Featured in U.S. News & World Report’s “4 Rules For Buying An Investment Property In A Recession”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor – When a recession takes hold, your first instinct may be to do some strategizing with your portfolio. Seeking out recession-proof investments...
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STRATA’s Kelli click Featured in U.S. News & World Report’s “3 Rules for Buy and Hold Real Estate Investing”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor – “Buy and hold” is a popular investing strategy that can also be applied to real estate. Purchasing a rental property...
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STRATA’s Patrick Hagen Featured in U.S. News & World Report’s “How to Leverage 0% Interest Rates in a Self-Directed IRA”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor – A changing economic environment that brings 0% interest rates can open up new possibilities for investors. One...
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STRATA’s Kelli Click Featured in MarketWatch’s “How To Decide If You Should Invest In A 401(K), Roth 401(K), or IRA or Roth IRA”
Article originally published on MarketWatch by Ellie Ismailidou – Too much choice can sometimes be a bad thing in life and it’s no different in saving for retirement. 401(k), Roth...
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STRATA Trust Company Appears on the Compassionate Capitalist Podcast with Karen Rands
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Karen Rands on the Compassionate Capitalist podcast about how to use self-directed retirement accounts as an...
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STRATA’s Kelli Click Featured in U.S. News & World Report’s “5 RMD Rules That Investors Should Know”
Article originally published in U.S. News & World Report by Rebecca Lake, Contributor – Understanding the rules for what’s required minimum distributions, known as RMDs, can be difficult, but failing...
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STRATA Trust Company Reaches $2 Billion AUC Milestone
Asset growth ushers firm into the top tier as a premier national custodian for alternative assets and non-exchange traded investments in self-directed IRAs STRATA Trust Company (“STRATA”), a custodian dedicated...
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STRATA Trust Company Featured on Gaining Perspective Podcast
Tune in to hear our National Director of Business Development, Patrick Hagen, talk with Robert Huebscher on Advisor Perspectives’ Gaining Perspective podcast about why advisors should consider self-directed IRAs. CLICK...
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STRATA Trust Company Names Melissa Briske as Head of Marketing
Marketing veteran Melissa Briske joins the STRATA Trust Company team. Briske will serve as the Head of Marketing for STRATA Trust Company to champion the development of STRATA’s marketing strategy...
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