We are continuing to actively monitor the developing COVID-19 (Coronavirus) situation. We want to assure our clients that we are taking preventative measures to ensure that there are no disruptions in service. To that end, we are prepared to leverage remote technology, alternate work locations for employees and detailed continuity plans to continue to support critical operations.
A well-balanced addition to any portfolio
Public investments consist of a variety of investment opportunities that are publicly registered with the Securities Exchange Commission (SEC), which may or may not be publicly traded on the stock exchange. With a self-directed IRA you can choose to include public investments in addition to nontraditional assets in your retirement portfolio, giving you greater diversity and control over your future.
How to diversify with public investments
By opening a brokerage account within a STRATA Trust Company IRA, you can easily direct idle cash within your IRA to a TD Ameritrade brokerage account for online trading of public stocks, mutual funds, bonds or other securities, which will afford you, the IRA owner, trading privileges within your account.
Public investments which STRATA will purchase and/or hold custody of include the following:
Publicly registered limited partnerships
Publicly registered limited liability companies
Publicly registered REITs
Exchange-traded stocks, mutual funds, bonds and other securities must be held in a brokerage account of the IRA owner’s choice (registered in STRATA Trust Company’s name)
STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
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