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.
How It Works:
To learn more about ROMTech and its investing opportunities, please visit ROMTECH.com.
Questions?
Meet Christine
- 15+ years’ experience in the Retirement Industry
- Enjoys working with people
- STRATA Bedrock Award winner for Service First & 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 ROMTech to offer self-directed IRAs as an easy and efficient way for individuals to invest in ROMTech’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 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.
