HOLIDAY CLOSURE: Our offices will be closed on Monday, May 27, 2024, in observance of the Memorial Day holiday. We will reopen for regular business hours on Tuesday, May 28, 2024. 
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Financial Professionals

More Options, More Control

Self-directed IRAs are one of the fastest-growing segments of the $12+ trillion IRA market. Every year more and more investors are seeking alternative investment IRA options to diversify their portfolios and take control of their retirement. Knowing the investment options possible in a self-directed IRA can give you an edge when it comes to raising capital and inspire your clients to invest.

2024 Tax-Smart IRA Strategies

Tax decisions today can make a significant impact on retirement portfolios. Many financial advisors work with their clients to maximize their tax returns and help individuals gain insight into tax planning and tax preparation. While the list of tax-smart IRA strategies that could be considered is a vast one, we wanted to focus on five that dovetail with the financial planning strategies that advisors regularly do with their clients. Additionally, we will provide a quick overview of the SECURE Act 2.0 and how it may impact IRA savings.

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Are You Getting Your Share?

Are you raising capital for Reg D, private equity or debt investment deals from high net worth or accredited investors? Download the Capital Raising informational brochure to learn 3 compelling reasons why you may want to consider allowing investors the option to enjoy tax efficient investing.

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Simplified Investment Diversity

We work with financial advisors, platforms and other professionals nationwide to expand the awareness of nontraditional and alternative investment IRA custody options — including real estate, public and private investments, crowdfunding, precious metals and structured settlements — in self-directed IRAs. By choosing STRATA as an alternative investment IRA custodian, you can broaden your range of services, giving your clients access to a wider range of investment options.

Financial Advisors & Broker Dealers

You understand the importance of true diversification among asset classes. Help your clients optimize their retirement portfolio with a self-directed IRA.

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Investment Issuers & Product Sponsors

If you’re a sponsor or issuer of a traditional or alternative investment, you can increase the capital available for your endeavors through retirement account investors.

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Real Estate Professionals

If you’re a real estate agent, broker or other professional you can use your knowledge of the industry to make wise investments for yourself and your clients.

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Precious Metals Brokers

As a self-directed IRA custodian, STRATA is well equipped to handle the unique needs required to hold precious metals in a self-directed IRA.

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Ready to get started? Onboarding a new private equity, debt or real estate investment to STRATA's platform starts with a pre-custody review to ensure we can custody the asset.

Start a relationship with a custodian today.

Have questions about self-directed IRAs, investment options or setting up an account for your clients or investors? We’re here to help.


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