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.
LEARN MOREPRIVATE EQUITY
Build a stake in the next big start-up through private stock offerings or crowdfunding platforms.
LEARN MOREPRIVATE LENDING
Those in need of capital are avoiding the banks. Satisfy a rising demand by acquiring fractional debt or originating loans with your IRA.
LEARN MORECHECKBOOK IRA/LLC
Establish an LLC/entity, fund it with your retirement dollars, and fulfil investments yourself.
LEARN MOREPRECIOUS METALS
Your IRA can purchase physical gold, silver, platinum, and palladium from the dealer of your choosing.
LEARN MOREOTHER 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 MOREInvestment 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
- Mon18 Mar12:00AMMDT
Forever Tax vs. Never Tax: Leveraging Tax Benefits of Retirement Plans (On-Demand Webinar)
ONLINEThe IRS tax code offers Americans unique opportunities to dramatically reduce the amount of tax they pay over their lifetimes. Interestingly, these strategies are often overlooked or misunderstood. This webinar will cover the vehicles that could be utilized to generate tax-free income, how Roth conversions work (both cash and in-kind conversions), how you, or your family member, can start a tax-free account, and more! Join Chris Tanner, Senior Education Manager at New Direction Trust, as he explores the use of qualified Roth retirement plans, HSAs, and other ways you could eliminate future tax obligations!REGISTER