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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)

How to get started

Overview the onboarding process and open your new STRATA IRA.

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

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View the Public Investment Checklist to gather the documents needed to direct funds to your new investment.

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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.


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