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Welcome Sample Investors

 

Private Equity Investing

For certain investors, private equity investing may be a great addition to your retirement portfolio.
Private Equity investing may help:

 

Diversify your portfolio.   Limit exposure to market volatility.   Grow your retirement portfolio, tax-advantaged.

 

Retirement Accounts Eligible for Transfer or Rollover

Traditional IRA
Roth IRA
SEP IRA
Simple IRA

Next Steps

type-icon funding-ira-icon organizational-structure-icon

Step 1

Open the SDIRA (online or by paper application)

Step 2

Fund the SDIRA (by transfer, rollover, or contribution)

Step 3

Direct the Investment

To learn more about [Company Name] and their investing opportunities please visit [Company Website]. There are specific documents needed with investing in any alternative investment through a STRATA account. Investment direction and other necessary forms are easily accessible on STRATA’s Forms page, and our knowledgeable, experienced associates can help you each step of the way.

Do Your Due Diligence

Remember, choosing your investment and conducting all due diligence is your responsibility as the IRA owner. It’s important to consult with your legal or tax advisers prior to directing a private equity investment within your IRA. As custodian, STRATA’s role is to ensure the asset is an asset type that we can properly administer. Our associates will provide information and answer your questions regarding investment rules and regulations.

A Vision For Your Future

For more than a decade, STRATA Trust Company has helped thousands of investors and investment professionals hold self-directed retirement accounts in a wide range of alternative investments. 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 regulatory requirements. STRATA is strategically aligned to support a broad range of investors and investment professionals in growing their IRA assets.

Contact Information

[Contact Name]
[Contact Phone]
[Contact Email]

 


Why Use STRATA Trust

With over 7,000 investments held and more than 350 years of combined experience with private equity and other alternative assets, you can rest assured that STRATA has the know-how to handle your private equity custody needs. STRATA is well-versed in the rules and regulations involved in investing in private equity through a self-directed IRA, such as non-permitted investments, prohibited transactions, and unrelated business taxable income (UBTI) potential. Our team of investment associates is available to answer all your questions and support your needs.

STRATA-The Clear Difference

STABILITY

$1.8+ billion assets under custody, 35k+ accounts and over 10 years operating with direct oversight by the Texas Department of Banking.

SPEED

Streamlined processes and digital documentation and signing to facilitate speedy transactions and transfer of assets.

COMMUNICATION

Prompt and accurate communication on transaction status, statement updates and investment requests.

 

TECHNOLOGY

Secure and easy-to-use technology for straightforward account management, documents, tax statements, and notifications.

MORE ABOUT STRATA TRUST COMPANY

    • A+ Rating with the Better Business Bureau
    • No telephone hold times
    • Easy communication
    • Competitive fees and complete fee transparency
    • Faster processing
    • Robust regulation by state and federal banking regulators
    • Serving more than 35,000 clients nationwide
    • Over $2 billion in assets under custody

 

 

 

[Company Name] has chosen STRATA Trust Company as its custodian of choice to offer self-directed IRAs as a simple way for individuals to invest in [Company Name]’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 [Company Name]. In addition, this collateral should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.