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Tax-Advantaged Investing

More Options. More Control. More Opportunity.

Self-directed IRAs are one of the fastest-growing segments of the trillion-dollar IRA market. Every year, more and more investors are seeking alternative investment IRA options to diversify their portfolios and take control of their retirement. Investors are not limited to publicly traded investment options through self-directed IRAs. Knowing the investment options available in a self-directed IRA can give you an edge when it comes to raising capital and inspiring your clients to invest.


Expand Your Self-Directed IRA Knowledge

As a passive IRA custodian, we can’t legally advise you or your investors, but we can help you with everything else. Our seasoned team, operating under 350 years of collective self-directed IRA expertise, can help you grow your SDIRA knowledge, avoid common pitfalls, and learn about important IRS regulations. Dive into transformational portfolio content below:

Are you getting your Fair Share?

  • IRA Market Overview
  • 6-Year Growth Projection
  • Access IRA Calculator Tools
  • What Investment Sponsors Need To Know

 

Unlock Real Estate Opportunities

  • Avoid Potential Pitfalls
  • Tips for Maximizing Your Investment
  • Prohibited Transactions
  • Understanding UBTI

 

 

Why and When Should Investors Rollover?

  • Reasons for Rollovers
  • Rollover Rules
  • Special Rules for Roth IRAs
  • Factors that should be considered before rolling over

Are Self-Directed IRAs Right for Your Investors?

  • Investment Flexibility
  • Custodial Requirements
  • Who is the Ideal SDIRA Investor?
  • What to Look for in an IRA Custodian

What Sets STRATA Apart

For over a decade, STRATA Trust Company has helped thousands of investors and institutional clients with the custody of a wide range of alternative investments in self-directed retirement accounts. We’ve built our reputation by delivering streamlined and straightforward custody, serviced by a team that is always available to help and well-versed in the related IRS rules and regulations. STRATA supports a broad range of investment professional partners in growing their asset base with self-directed IRAs.

We understand your role as a financial professional is delivering more than just regulatory oversight. Partnering with STRATA’s unparalleled knowledge and expertise in the custody of alternative assets, seamless technology solutions, and delivery of exceptional service enables you to deliver the value your investors are looking for.

The Details Matter

  • IRA Custodian regulated by the Texas Department of Banking – Texas Trust Charter
  • Independent annual audits conducted to ensure IRA compliance and data security
  • Investment flexibility beyond what most banks, brokerage firms and other financial institutions allow
  • Institutional Relationship Managers deliver unmatched personalized service and dedication
  •  Customer-focused technology that simplifies and streamlines the alternative asset custody experience
  •  350 years of collective experience, 50+ employees with 75% in customer-facing roles

How-To Guides

STRATA Trust Company allows a wide array of traditional, nontraditional, and alternative investment options not found in conventional IRAs. With so many investment options to choose from, you finally have the flexibility to build a powerful investment strategy — where your investors call the shots. Learn about our three most popular investment sectors and how to get your investors started on the path to investment freedom:


What Our Clients Say


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