Trust Company.

With unparalleled experience in the custody of alternative investments and non-exchange traded assets like real estate and private equity, STRATA helps investors take charge of shaping their financial futures. For over a decade, STRATA has been empowering investors to reach their retirement goals by providing flexible investment options and best-in-class customer service.

Our philosophy is simple: we combine the modern conveniences of digital with old fashioned customer service for a refreshing approach to investing.

Choose The Investment Option That's Right For You.

What sets us apart

See what sets us apart from other custodians and how our commitment to service helps investors reach their retirement goals.

Wide Array of Investment Options

More investment options than what you typically find with banks and brokerage firms means you can get creative with your retirement investing strategy.

Higher Standards & Safeguards

As a regulated IRA custodian, STRATA is subject to direct oversight by the Texas Department of Banking to ensure we operate in a safe and sound manner.

No Minimums &
No Holds

We do not require a minimum cash balance for parked cash and have no hold time when funds are deposited into your account.

Dedicated Client Services

No phone trees. No waiting on hold. No more wasted time. Speak to a real person every time you call.

Turnaround Times

We typically process your new investment in 1-2 business days while most competitors take 3-5 days.


We make it easy to apply for a new account — online, by email or by fax — and allow the convenience of e-consent and e-signature.

Want to know more about us?

Meet The STRATA Team

Have Questions?

Our world-class client services team is ready to answer them.

(866) 928-9394

Contact Us

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