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ParkSlope Capital has chosen STRATA Trust Company as one of its custodians of choice to offer tax-deferred, self-directed IRAs as a simple way to invest in its private offering.
ParkSlope Capital investors that choose to invest through a STRATA Self-Directed IRA will receive competitive annual fees on STRATA’s Flex IRA Fee Schedule.
In addition, ParkSlope Capital investors will have a STRATA-dedicated team that they can speak to about opening, funding, and investing in ParkSlope Capital’s private offering through their Self-Directed IRA.
Here’s How It Works:
Step 1: Establish a new Self-Directed IRA (SDIRA) Flex account with STRATA via the Online IRA Application – FLEX.
Step 2: Complete an IRA Transfer Request Form that allows STRATA to initiate the transfer of funds from your existing IRA provider.
Step 3: STRATA establishes your SDIRA account, funded with the transfer from your existing IRA provider.
Step 4: ParkSlope Capital provides you with your investment subscription documents for your electronic signature and forwards the signed documents to STRATA.
Step 5: STRATA Trust will send you the Alternative Investment Direction form that authorizes STRATA to send funds to ParkSlope Capital for your investment purchase through DocuSign, once STRATA receives the signed subscription documents.
To learn more about ParkSlope Capital and its investing opportunities please visit https://offering.parkslopecap.com/.
Questions?
Meet Mylene
- 17 years' experience in the banking and self-directed retirement industry
- Enjoys connecting with people
- STRATA Bedrock Award winner for Service First and Client Centric
Meet Patrick
- 16+ years' in the self-directed retirement industry
- Enjoys educating and teaching others
- Featured speaker and contributing author for national publications
STRATA Trust Company has been designated by AV to offer self-directed IRAs as an easy and efficient way for individuals to invest in AV’s 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 AV. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.
