Provide direct access to alternative investments.
When your clients have asset custody needs that extend beyond the scope of what your clearing firm can provide, a self-directed IRA can often be the solution your clients have been looking for.
Here are some of our most popular alternative investment options:
Trust or mortgage deeds
Oil & gas
Private equity (closely held stock, REITs, LPs or LLCs)
Private debt (promissory notes or corporate debt offerings)