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  • Welcome Farmers for Innovation IRA Investors

Welcome Farmers for Innovation IRA Investors

 

Farmers for Innovation (FFI) has chosen STRATA Trust Company as its custodian of choice to offer tax-deferred Self-Directed IRAs as a simple way to purchase shares of its private offering.

FFI investors that choose to invest through a STRATA Self-Directed IRA will receive competitive annual fees on STRATA’s IRA Fee Schedule.

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


HERE’S HOW IT WORKS:

Step 1:  Establish a new self-directed IRA (SDIRA) Flex account with STRATA via the Online IRA Application – FLEX.

Step 2:  Complete an IRA Transfer Request Form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account.

Step 3:  STRATA establishes your SDIRA account, funded with the transfer from your existing IRA provider.

Step 4:  FFI provides your investment subscription documents for electronic signature.

Step 5:  Complete the Alternate Investment Direction Form that authorizes STRATA to send funds to FFI for your investment purchase.

Step 6:  STRATA will process your Farmers for Innovation investment as soon as your transferred funds are received by STRATA.

To learn more about Farmers for Innovation and their investing opportunities please visit FarmersForInnovation.net.

Questions?
Dedicated Account Service Contact

Christine Kling

Relationship Manager

866-327-6939 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
ABOUT STRATA TRUST COMPANY

To learn more about STRATA, view our Get to Know Your Custodian guide.

  • More than 350 years of industry experience
  • In-depth asset expertise in a wide array of traditional, alternative, and non-exchanged traded investments
  • Easy-to-use, customer-focused technology that makes IRA transactions seamless
  • Competitive fees and complete fee transparency
  • Quick to respond and easily accessible
  • Unmatched personalized service and dedication
  • Online account access 24/7 to view account activity or download account statements and notifications
  • Robust regulation by state and federal banking regulators

STRATA Trust Company has been designated by AV to offer self-directed IRAs as an easy and efficient way for individuals to invest in AV’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 AV. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.