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Welcome Alumni Ventures Group IRA Investors


Alumni Ventures Group (AVG) has chosen STRATA Trust Company as its custodian of choice to offer Self-Directed IRAs as a simple way to invest in Venture Capital. AVG and its family of funds offer smart, simple venture investing to accredited investors seeking to diversify into this exciting asset class.

AVG fund investors that choose to invest through a STRATA Self-Directed IRA will receive discounted annual fees on STRATA’s Institutional Fee Schedule.

In addition, AVG investors will have a STRATA-dedicated team that they can speak to about opening, funding, and investing in AVG’s family of funds through their Self-Directed IRA.

Here’s how it works:

Step 1: Verify your status as an Accredited Investor with AVG. Please email investor.relations@avgfunds.com to begin, AVG’s Investor Relations team is standing by to assist.

Step 2: Establish a new self-directed IRA account with STRATA via their online account setup. This takes about 10 minutes, and STRATA has a dedicated Client Service team standing by.

Step 3: Complete a transfer form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account.

•  To transfer cash assets, complete the IRA Transfer Request form

•  To transfer in-kind assets, complete the IRA Transfer Request – In Kind form

Step 4: STRATA establishes your SDIRA account, funded with the transfer from your existing IRA provider.

Step 5: AVG Investor Relations provides your investment subscription documents for electronic signature.

Step 6: STRATA funds your AVG investment as soon as your transferred funds settle.

To learn more about additional AVG investing opportunities please visit: https://www.avgfunds.com/


Dedicated Account Service Contact

Christine Kling

Relationship Manager

866-405-3655 christine.kling@stratatrust.com

Meet Christine

  • 15+ years’ experience in the retirement industry
  • Enjoys working with people
  • STRATA Bedrock Award winner for Service First & Client Centric
Business Development Contact

Patrick Hagen

National Director of Business Development

512-945-9078 patrick.hagen@stratatrust.com

Meet Patrick

  • 16+ years' in the self-directed retirement industry
  • Enjoys educating and teaching others
  • Featured speaker and contributing author for national publications
  • A+ Rating with the Better Business Bureau
  • Customer-focused technology
  • Competitive fees and complete fee transparency
  • Robust regulation by state and federal banking regulators
  • Serving more than 35,000 clients nationwide
  • Over $2.5 billion in assets under custody

AVG has chosen STRATA Trust Company as its custodian of choice to offer Self-Directed IRAs as an easy and efficient way for individuals to invest in AVG’s offerings. STRATA serves only as a directed, passive custodian and does not provide financial, tax, or legal advice. STRATA is a wholly-owned subsidiary of Horizon Bank, SSB, and has no affiliation or ownership with AVG. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.