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URL: https://www.stratatrust.com/
Submission: On September 14 via manual from US — Scanned from DE

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 * Self-Directed IRAs
   
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PUT YOUR KNOWLEDGE INTO ACTION

Straightforward self-directed IRA options for empowered investors to carve out
their own path to retirement


FOR INDIVIDUALS

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FOR PROFESSIONALS

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TRENDING NOW

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 * 3 Legislative Impacts on Roth IRA Conversions
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 * 5 Investing in Futures With Your Self-Directed IRA


SELF-DIRECTED IRA OUTLOOK

As 2020 unfolded, several major drivers prompted investors to begin exploring
self-directed IRAs (SDIRAs) for their investment strategy and we saw four key
investment trends emerge that continue to support the demand for alternative
assets in years to come. Take a look at self-directed IRA trends that continue
to drive 2025 alternative asset growth projections.  



At STRATA Trust Company, we’ve made our reputation by empowering
independent-minded investors with a wide array of alternative investment custody
options. Explore new investment options and see what’s possible when you take
control of your investment portfolio. Discover your next investment.


WHAT SETS US APART


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experience

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UNLOCK UNLIMITED OPTIONS.

With a self-directed IRA, you can use your personal knowledge, business
expertise or social awareness to invest in a wide array of options, while
enjoying tax-advantaged growth. These include Traditional IRAs, ROTH, SEP
and SIMPLE IRAs.

All Investment Options


REAL ESTATE

Turn your industry knowledge into an investment.




PRIVATE EQUITY

Invest in a privately held company.




PRIVATE DEBT

Fund an investment you believe in, from marketplace lending to private equity.




PRECIOUS METALS

Bring balance and diversity to your retirement portfolio.


All Investment Options



TAKE CONTROL OF YOUR PORTFOLIO.

A self-directed IRA is very similar to other IRA accounts, the primary
difference being that you can control what you invest in and how you invest in
it.


SEE HOW EASY IT IS TO GET STARTED:


STEP 1

Choose your investments.

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STEP 2

Choose the type of IRA
that fits your needs.

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STEP 3

Choose how you want
to fund your account.

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Open an Account

ALREADY HAVE AN ACCOUNT?

Service: 866-928-9394

Fax: 512-495-9554

OPENING AN ACCOUNT?

Financial Professionals: 866-979-1496

Individual Investors: 866-979-1522

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© 2022 STRATA Trust Company. All Rights Reserved.

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive)
custodian, and as such does not provide due diligence to third parties regarding
prospective investments, platforms, sponsors, dealers or service providers.  As
a custodian, STRATA does not sponsor, endorse or sell any investment and is not
affiliated with any investment sponsor, issuer or dealer.  STRATA does not
provide investment, legal or tax advice. Individuals should consult with their
investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value


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INDIVIDUAL INVESTOR View User Guide >
INVESTMENT PROFESSIONAL View User Guide >


INTRODUCING

ServiceNOW is STRATA Trust Company’s new self-service resource that makes our
most needed services and forms available to you 24/7.

Open an IRA account, select IRA beneficiaries, request an IRA distribution,
electronically sign and submit forms, and more - all in a secure environment and
all with the click of a button!

PROCEED TO OPEN AN ACCOUNT

ServiceNOW is a service provided by STRATA Trust Company. For questions, call
our Client Services Team at 866-928-9394.



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