ASSET CLASS

Private Equity

Build a stake in the next big start-up through private stock offerings or crowdfunding platforms.

Your tax-advantaged plan can purchase private equity in an up-and-coming business through:

AT A GLANCE

What should you know about Private Equity?

A Stake in the Future

Private companies can offer relatively inexpensive avenues to get in on the ground floor of the next big thing.

Using Personal Knowledge

Without being subject to public disclosure laws, private equity investments may require your direct knowledge about a company and the industry that it operates within.

CASE STUDY

Kathy took ownership in a tech company pre-IPO with her IRA

Kathy was able to invest $400,000 from her IRA and take a 5% ownership of the company pre-IPO, while negotiating the terms of the deal directly with the business owner.

How to make Private Equity investments with your self-directed accounts

OTHER INVESTMENTS

The world is your portfolio

Why stop at private equity? With a self-directed account, you have the freedom to invest your tax-advantaged retirement funds in the assets you’re most passionate or knowledgeable about. 

From start-ups to small businesses, if you can find it, we will help you fund it.

EDUCATION CENTER

Want to learn more about Private Equity investments?