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Welcome ROMTech Investors

ROMTech has chosen STRATA Trust Company (“STRATA”) as its custodian of choice to offer tax-advantaged Self-Directed IRAs as a simple way to invest in its fund offering. ROMTech fund investors that choose to invest through a STRATA Self-Directed IRA will receive competitive annual fees on STRATA’s IRA Fee Schedule – Institutional.

ROMTech has elected to pay the first year and annual IRA account fees for each investor. However, in the event ROMTech should at any point decide to no longer pay the annual fee, the accountholder would be responsible for payment of their STRATA fees in accordance with our current IRA Fee Schedule.

In addition, ROMTech investors will have a STRATA-dedicated team that they can speak to about opening, funding, and investing in ROMTech fund offerings through their Self-Directed IRA.

To learn more about ROMTech and its investing opportunities, please visit ROMTECH.com.

How It Works

Step

Open

Establish a new self-directed IRA account with STRATA via the online account setup. This takes about 10 minutes, and STRATA has a dedicated Client Service team standing by.

Step

Fund

Complete an IRA Transfer Request Form that allows STRATA to initiate the transfer of funds from your existing IRA or 401k provider to your new STRATA account.

Once the form has been submitted, STRATA establishes your SDIRA account, which will be funded with the transfer from your current IRA or 401k provider. ROMTech provides STRATA with the executed investment subscription documents to be countersigned by STRATA. Once we receive the signed investment documents, we will fund your investment purchase. Each signer listed on the investment documents will receive a fully executed copy.

Step

Direct

Once STRATA receives your online application we will reach out with a pre-populated Investment Direction form for you to review and sign electronically.

  • STRATA will fund your ROMTech investment once your Investment Direction form is returned to STRATA and as soon as your transferred funds settle.

business development contact

Questions?

Have questions about the process or partnering with STRATA? Reach out to our dedicated business development contact for personalized support.

Patrick Hagen

Regional Director of Business Development

512-945-9078 Patrick.Hagen@StrataTrust.com

Meet Patrick

  • 16+ years in the self-directed retirement industry
  • Enjoys educating and teaching others
  • Featured speaker and contributing author for national publications

Cory Cooper

Relationship Manager

254-750-1026 Cory.Cooper@StrataTrust.com

Meet Cory

  • 10+ years of experience in customer service and 3+ years with STRATA
  • Enjoys connecting with people
  • STRATA Bedrock Award winner for Service First and Client Centric

About Strata Trust Company

Get to know STRATA

STRATA Trust Company has been designated by ROMTech to offer self-directed IRAs as an easy and efficient way for individuals to invest in ROMTech 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 ROMTech. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.​

  • 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

View our Get to Know Your Custodian guide