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.
Investment Options
The world is your portfolio
REAL ESTATE
From office buildings to raw land, your self-directed IRA can tap the booming real estate market.
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PRIVATE EQUITY
Build a stake in the next big start-up through private stock offerings or crowdfunding platforms.
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PRIVATE LENDING
Those in need of capital are avoiding the banks. Satisfy a rising demand by acquiring fractional debt or originating loans with your IRA.
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CHECKBOOK IRA/LLC
Establish an LLC/entity, fund it with your retirement dollars, and fulfil investments yourself.
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PRECIOUS METALS
Your IRA can purchase physical gold, silver, platinum, and palladium from the dealer of your choosing.
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OTHER INVESTMENTS
Make money with timber, oil/mineral rights, livestock, and other such alternative IRA investments.
LEARN MOREREAL ESTATE
From office buildings to raw land, your self-directed account can tap into the booming real estate market.
LEARN MOREPRIVATE EQUITY
Build a stake in the next big start-up through private stock offerings or crowdfunding platforms.
LEARN MOREPRIVATE LENDING
Satisfy demand for capital for those looking beyond banks by originating loans with your self-directed account.
LEARN MORECHECKBOOK IRA/LLC
Establish an LLC/entity, fund it with your retirement dollars, and fulfill investments yourself.
LEARN MOREPRECIOUS METALS
Your account can purchase physical gold, silver, platinum, and palladium from the sponsor of your choosing.
LEARN MOREOTHER INVESTMENTS
Make money with timber, oil/mineral rights, livestock, and other such alternative IRA investments.
LEARN MORE
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.
Education Center
Want to learn more about self-directed alternative investments?
Upcoming IRA Events
- Thu21 Nov12:00PMMST
End-of-the-Year Reminders and Tax-Planning Strategies
ONLINEIt’s time to start thinking about tax planning and end-of-the-year best practices for self-directed IRAs! Join us for an overview on Required Minimum Distributions, key tax-planning strategies related to retirement plan contributions and Roth conversions, and why it is important to complete your Fair Market Valuations and review your designation of beneficiary form.REGISTER
