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. 

Issuers & Sponsors

Tap a new source of capital.

If you’re a sponsor or issuer of traditional or alternative investments, you probably already know that retirement account investors can be a major source of capital for your business. If you’re new to the game, don’t worry, you can quickly learn how to target a new audience of self-directed IRA investors.

Elevate your fundraising.

For issuers and sponsors of investments, partnering with the right custodian is essential. At STRATA, we keep track of all IRS reporting for IRAs and paperwork to make life easier for both you and the investor.

See how self-directed IRAs can increase your fundraising abilities in a number of ways:

Funds are more readily available for investing. Today’s investor typically has more retirement funds to tap for investments.

An IRA custodial relationship enhances your fundraising. If you have a relationship in place with an IRA custodian when you approach investors, simply mentioning that you can accept their retirement funds can provide another avenue for an investor to consider.

Investors are seeking more alternative investments. With the current state of the economy, it’s no secret that more investors are trading their attraction to the stock market for alternative investments.

By informing prospective investors and prospects about the option to invest using their retirement funds, you can provide the valuable knowledge of something they may not have thought was possible. Many investors still think that investments in their retirement accounts are limited to stocks and mutual funds. While this is slowly changing, many are not aware that investments in real estate, private equity and much more can be made in a self-directed IRA.

Want to know more?

For more information about how a self-directed IRA can empower your investors, please refer to the following links:

Start a relationship with a custodian you can trust.

We strive to provide best-in-class customer service to all our clients. So, if you have questions, would like to know more about the investment options available in a STRATA IRA or want to open an account — we’re here to help.


Contact Us