Provide direct access to alternative investments.
When your clients have asset custody needs that extend beyond the scope of what your clearing firm can provide, a self-directed IRA can often be the solution your clients have been looking for.
Financial planners and investment advisors know the importance of true diversification among different asset classes. Help your clients optimize their retirement portfolio by taking advantage of the wide array of investment options available with a self-directed IRA.
When your clients have asset custody needs that extend beyond the scope of what your clearing firm can provide, a self-directed IRA can often be the solution your clients have been looking for.