Holiday Closure: Our offices will be closed on Thursday, November 24, and Friday, November 25, 2022, in observance of the Thanksgiving holiday.  We will reopen for regular business hours on Monday, November 28, 2022. 

Open An Account

hiking a mountain

Ready to open an account?

Tell us what you will be investing in or holding in your account.

You're in control

Make your own investment decisions and enjoy investment flexibility beyond what most banks, brokerage firms and other financial institutions allow. Discover new investment options and expand your retirement portfolio options with a STRATA self-directed IRA.

Getting started is easy

A self-directed IRA application can be completed in about 10 minutes

See how easy it is to get started:

Step 1

Choose your investments.

Learn More

Step 2

Choose the type of IRA
that fits your needs.

Learn More

Step 3

Choose how you want
to fund your account.

Learn More

The details matter


IRA Custodian regulated by the Texas Department of Banking – Texas Trust Charter

Institutional Relationship Managers deliver unmatched personalized service and dedication

Independent annual audits conducted to ensure IRA compliance and data security

ServiceNOW -Customer-focused technology that simplifies and streamlines the alternative asset custody experience

What our Clients Say

Additional Questions?

One of our self-directed IRA professionals can walk you through the process connect with Client Services online or give us a call at 866-928-9394.