Fortuna Bank has chosen STRATA Trust Company as its custodian of choice to offer tax-deferred Self-Directed IRAs (SDIRAs) as a simple way to purchase shares of their private stock.
Fortuna Bank investors that choose to invest through a STRATA Self-Directed IRA will receive a competitive annual fee schedule: IRA Fee Schedule – Special Flex. In addition, Fortuna Bank investors have a STRATA-dedicated team to assist with account opening, investment funding, and any post-investing questions through their self-directed IRA. Typical STRATA investment timelines are 5 – 8 business days to Open, Fund, and Direct your investment. These estimates are subject to change based on the timeline of the transferring IRA service provider and the selected funding method, as noted in Step 2.
To learn more about Fortuna Bank and its investing opportunities, please visit: www.fortunabank.com.
How It Works:
- 17+ years of experience in the banking and self-directed retirement industry
- Enjoys connecting with people
- STRATA Bedrock Award winner for Service First and Client Centric
Fortuna Bank has chosen STRATA Trust Company as its custodian of choice to offer Self-Directed IRAs as an easy and efficient way for individuals to invest in Fortuna Bank offerings. STRATA serve 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 Fortuna Bank. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.