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Whether you’re an individual investor exploring alternative assets or a financial professional supporting clients, our self-directed IRA experts are here to provide education and custodial support—helping you navigate the self-directed IRA process with confidence.
Need help? Choose the path that best describes you to schedule a meeting with the right specialist.
See how STRATA can streamline custody for your clients and provide operational support.
Get guidance on account onboarding, compliance requirements, and client service processes.
Understand how STRATA provides custody for IRS-approved metal investments for your clients
Get direct support with account setup, funding options, or understanding the custody process for your chosen investments.
Learn how self-directed IRAs can hold private equity, debt, crowdfunding, or other non-traditional assets.
Explore how real estate investing works in a self-directed IRA, including process and timeline.
Speak with a team member about account requirements for gold or other IRS-approved metals.
If you’re not sure which path fits or you have general questions, feel free to reach out.
Hours: Monday - Friday, 8:00 am - 5:00 pm CST
Open: Choose the type of IRA that fits your goals and complete our quick online application.
Fund: Transfer funds from another IRA, roll over a 401(k), or make a new contribution.
Invest: Tell us where to direct your investment—we’ll handle the custodial details and keep you compliant.
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