who we serve
Whether you're an individual investor looking to diversify your retirement portfolio with alternative assets or a financial professional seeking to broaden your client services, our self-directed IRA solutions and expert support are here to guide your journey.
Explore tax-advantaged retirement accounts designed to fit your investment strategy and financial goals.
Empowering you to take control of your retirement savings through self-directed IRAs, offering a wide array of alternative investment options.
Access untapped capital, support portfolio diversification, and distinguish your practice with tax-advantaged custody options.
Invest in private equity and debt—with expert custody guidance every step.
Access tools and support you need to hold real property in your IRA.
Easily invest in IRS-approved metals with secure custody and simple processing.
Add traditional assets like stocks and mutual funds to your self-directed IRA.
From coast to coast, STRATA supports thousands of investors with self-directed IRAs. Our client base spans all 50 states, with a strong presence in key markets across the U.S.
Open: Choose the type of IRA that fits your goals and complete our quick online application.
Fund: Transfer funds from another IRA, roll over a 401(k), or make a new contribution.
Invest: Tell us where to direct your investment—we’ll handle the custodial details and keep you compliant.
Whether you’re purchasing, selling, or managing property in your self-directed IRA, you’ll have our expertise.
From private equity to private debt, we simplify the custodial process so you can focus on your investment strategy.
We help you navigate the rules and logistics of holding gold and other metals in your self-directed IRA.
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