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Expand your client's investment horizons.
Financial planners and investment advisors know the importance of true diversification among different asset classes. Help your clients optimize their retirement portfolio by taking advantage of the wide array of investment opportunities available with a self-directed IRA.
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)
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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