Public Investments

A well-balanced addition to any portfolio

Public investments consist of a variety of investment options 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 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)

Open An Account

How to get started

Open a self-directed IRA account and fill out the related forms.

Open An Account

Fund your IRA with a transfer, rollover or annual contribution.

Learn more

Direct your investment by downloading and completing our Public Investment Checklist, which includes the items that must be submitted in advance as well as the investment direction form.

Learn More
Open An Account

Talk to a self-directed IRA professional.

If you have questions about self-directed IRAs and public investments or if you’re ready to open an account — feel free to give us a call.

866-928-9394

Contact Us

© 2023 STRATA Trust Company. All Rights Reserved.

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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