Alternative Investments 101

Your diversified portfolio could use a little more diversity

As investors, we’re all advised to do things a certain way (Stocks. Bonds. Rinse. Repeat.), leaving those more spirited investors looking for other options.

Fortunately, a self-directed account gives you the control, freedom, and flexibility to pursue alternative investments with greater opportunity, while protecting your portfolio from stock market volatility.

Pie chart detailing alternative assets as 1/3 of an investing portfolio

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Investment Options

The world is your portfolio

letter Y in relation to NDTCO YES slogan
the letter E associated with NDTCO YES slogan
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Investment Process

For investments off the beaten path, you need a good trail guide

That’s where we come in. While the choice to invest in a brewery or a condo complex is entirely up to you, getting your self-directed funds to their final destination is up to us.

So while you focus on big ideas, we’ll help turn them into done deals.

CASE STUDIES

Real stories.
Real investments.
Real success.

Jerry Jerry structured a loan with his IRA
Jerry structured a loan with his IRA.
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Kathy Graph detailing Kathy's valuation growth after investing in pre-ipo
Kathy took ownership in a company pre-IPO with her IRA.
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Luis Luis used his IRA to invest in Real Estate
Luis bought a condo complex with his IRA.
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CASE STUDIES

Real stories.
Real investments.
Real success.

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Education Center

Want to learn more about self-directed alternative investments?

Essential Viewing

Foundations of a Self-Directed IRA
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Foundations of a Self Directed IRA

Upcoming IRA Events

  • Tue28 May
    12:00AMMDT
    7 Questions: An Investor Guide for Quickly Evaluating Private Investments (On-Demand Webinar)
    ONLINEHave you considered investing in private offerings with your IRA, but weren’t sure which steps to take to evaluate the investment? Join us for an in-depth webinar with Bruce Roberts, CEO of Carofin, an Investment Bank whose goal is to generate wealth for their investors by presenting compelling opportunities and supporting determined entrepreneurs.

    Bruce shares his industry expertise and professional opinion on how they would evaluate private equity investments through their 7 Questions: An Investor Guide for Quickly Evaluating Private Investments. This on-demand webinar is aimed at providing you with tools and insights that could help you feel empowered in your self-directed investments!
    REGISTER