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

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.
1/3
Kathy Graph detailing Kathy's valuation growth after investing in pre-ipo
Kathy took ownership in a company pre-IPO with her IRA.
2/3
Luis Luis used his IRA to invest in Real Estate
Luis bought a condo complex with his IRA.
3/3

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

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