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Welcome LeagueMed Members

 

LeagueMed has selected STRATA Trust Company (“STRATA”) as its custodian of choice to offer tax-deferred Self-Directed IRAs (SDIRAs) as a simple way to invest in healthcare related venture capital opportunities.

LeagueMed investors that choose to invest through a STRATA SDIRA will receive a competitive annual IRA fee schedule. In addition, LeagueMed investors have a STRATA-dedicated team to assist with account opening, investment funding, and any post-investing questions through their SDIRA.

To learn more about LeagueMed and its investment offerings, please visit https://leaguemed.com/ 

 

How It Works:

 

Step 1: Open 

Establish a new SDIRA account with STRATA via the online account setup. Our online account setup process is simple and typically takes just a few minutes to fill out. You can assign beneficiaries or appoint interested parties (if applicable), plus start the process to fund your new STRATA IRA.

 

Step 2: Fund

Investors will be asked in the IRA Transfer section of the online account setup application, “Would you like to complete the STRATA Transfer Request form today?”

  • If you are ready to move funds now, select “Yes.” If you would like to move funds later, select “No.”
  • If transferring funds from another IRA service provider, STRATA is dependent on their processing timelines.
 

Step 3: Direct 

Lastly, go to League Capital Markets portal to create an SDIRA investment account through your League Capital Markets account. Subsequently utilize their Investment Offerings page to select the investment of your choice. After you make your first investment, League Capital Markets will provide you with the funding instructions. This information will be needed when completing STRATA’s Investment Direction Form.

Once STRATA receives your completed Private Alternative Investment Direction form and the transferred funds have settled, STRATA funds your LeagueMed investment (typically 24-48 hours).

 

Questions?
Business Development Contact

Dan Rupper

Regional Director of Business Development

512-221-4853 [email protected]

About Dan

  • 3+ years in the self-directed IRA industry
  • 8+ years working with private investments and investors
  • Enjoys educating and teaching others
ABOUT STRATA TRUST COMPANY

To learn more about STRATA, view our Get to Know Your Custodian guide.

  • More than 350 years of industry experience
  • In-depth asset expertise in a wide array of traditional, alternative, and non-exchanged traded investments
  • Easy-to-use, customer-focused technology that makes IRA transactions seamless
  • Competitive fees and complete fee transparency
  • Quick to respond and easily accessible
  • Unmatched personalized service and dedication
  • Online account access 24/7 to view account activity or download account statements and notifications
  • Robust regulation by state and federal banking regulators

LeagueMed has chosen STRATA as its custodian of choice to offer SDIRAs as an easy and efficient way for individuals to invest in LeagueMed offerings. STRATA serves 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 LeagueMed. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.