Leverage our platform and expertise to determine your own investments
Self-Directed IRAs are a unique investment vehicle allowing IRA owners to invest in non-traditional assets. You, as the owner of the IRA, have the opportunity to direct the use of your IRA funds into these types of assets. We support our clients by maintaining custody of self-directed IRAs for investment in assets such as:
- Residential real estate
- Commercial real estate
- Real estate partnerships or LLCs
- Certain closely held businesses
- Gold and silver
There are restrictions on the use of self-directed IRAs. It can be intimidating and complicated when trying to avoid “prohibited transactions” and activities with “disqualified persons”, but our team of advisors has years of experience in dealing with these issues.
Contact us if you are interested in exploring options to open and invest in a self-directed IRA.