financial professionals
As more investors seek opportunities beyond traditional stocks and bonds, we empower RIAs, wealth managers, and other financial professionals to deliver alternative investment solutions through self-directed IRAs—backed by expert custodial support and tax-advantaged strategies.
By choosing STRATA as your trusted IRA custodian, you can:
Access alternatives: Give your clients access to alternative investments—such as private equity, real estate, and precious metals—through a tax-advantaged IRA.
Rely on accountability: Work with a responsive, dedicated team committed to transparency and consistent follow-through at every stage.
Experience exceptional service: Get prompt, knowledgeable support that makes self-directed investing straightforward for your team and the process stress-free for your clients.
We work with a range of financial professionals to facilitate self-directed IRA investing.
Choose the category that best describes your role:
Provide clients with IRA custody for alternative investments while leveraging the advantage of tax-advantaged investing.
Offer a personalized onboarding experience, enabling clients to open, fund, and direct their investments through a seamless process and responsive support.
Expand investor reach by offering your alternative investments through tax-advantaged self-directed IRAs.
Simplify onboarding and capital flow with streamlined custodial processes and dedicated support for issuers.
Help clients invest in directly owned real estate using self-directed IRAs.
Navigate the process of real estate purchases within an IRA.
Work seamlessly with secure depositories for safekeeping of precious metals helf in self-directed IRAs.
Work with STRATA's secure depository partners to ensure compliance.
We know financial professionals often have unique questions about self-directed IRAs, regulations, and working with STRATA. Here are some of the most common topics:
What types of alternative investments can clients hold in an IRA?
What documentation is required to onboard investments to STRATA’s platform?
How are capital calls, distributions, and income (like rental payments) handled?
How does unrelated business taxable income (UBTI) or unrelated debt-financed income (UDFI) impact investors?
Find answers to these and more in our financial professionals FAQs
Work with a dedicated team that understands the unique needs of financial professionals.
Including private equity, private debt, and other structured investments.
Facilitating direct investments in residential or commercial properties.
Allowing investments in tangible assets like gold and silver.
Offering brokerage accounts within SDIRAs for traditional assets such as stocks, ETFs, and mutual funds.
Based on customer sentiment, our clients report that STRATA makes self-directed investing simpler, more responsive, and more supportive at every step.
Simple, stress-free processes – “STRATA makes complicated transactions easy to handle.”
Quick, responsive support – “When I reach out, I get answers fast.”
Confidence in every step – “I feel supported and secure managing my IRA.”
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