Investments Beyond The Traditional Stock, Bond And Mutual Fund™
Self-directed accounts allow individuals to expand their investment options to include alternative assets. Alternative assets are investments that can be bought and sold by a self-directed IRA and extend beyond the traditional stock, bond, and mutual fund.
Historically, individuals have found safety by investing in traditional investments with minimized risks and returns.
Traditional asset allocation works well in a market that is going up but can be devastating for retirees when the market goes sideways or down. With the technology we have today and the power to harness limitless data and information, investors are able to take a different approach to allocating their funds.
Why Alternative Assets?
Large institutional investors have been capitalizing on alternative assets for years and now you can too. As market conditions change, so should your investing strategy.
IRA Services provides you with the control to select and direct your own IRA investments. With our custodial trust services and your self-directed IRA, you can decide how your money is invested, either through alternative assets, traditional assets, or a combination of the two.
What Are Alternative Assets?
An Alternative Asset refers to an investment beyond the traditional stock, bond, and mutual fund. Alternative investments can bring significant benefits to an investor’s portfolio by diversifying the risks associated with traditional investments in equity markets.
Traditional investments linked to market trends pose a systematic risk outside the individual investor’s control, as these type of investments move with the market.
Alternative investments such as Real Estate, Private Equity, Precious Metals, Commodities Promissory Notes, and Equity Crowdfunding present a way to maximize investment options. They also allow an investor to control their funds, risk, and growth potential.
IRA Services can help administer these assets to ensure the transaction happens accurately and efficiently.
Types of Alternative Assets
There are several different types of real estate investments and ways in which you can acquire them. Real Estate assets are held in a self-directed retirement account and include a vast array of residential and commercial properties, REITS, and tax liens.
Private equity refers to investing in privately-held companies and businesses that are not publicly traded on the stock exchange. Self-directed IRAs invest in private companies through a fund or directly into a company of your choice.
Precious metals offer investment opportunities in tangible assets such as gold, silver, palladium, or platinum. If you decide precious metals are an investment option for you, we can help streamline the process.
Crowdfunding platforms give investors access to private stock in up and coming startups. Investors can use their IRAs, 401Ks, and other retirement plans to fund virtually any crowdfunded venture.
A promissory note represents a promise to repay a borrowed sum of money by a specified maturity date. The investment is made on set terms with fixed interest payments, and both principal and interest are collected on behalf of a self-directed IRA.
Managed futures is an industry in which direct investments are placed in the global currency, interest rate, equity, metal, energy, and agricultural markets. Commodities and foreign currency exchanges put its focus on taking long and short positions in the futures market.