Strata Trust Company is a company that specializes in self-directed IRAs. They work with alternative assets such as real estate and precious metals that meet IRS guidelines. They have been around since 2008 and are owned by Horizon Bank.
They provide affordable pricing and one-on-one interaction. They also offer traditional and Roth IRA accounts. The former allows tax deductions during contributions while the latter doesn’t.
Customer Service
Strata Trust has been providing custodial services to self-directed investors since 2008 and offers many different ways to manage an investment portfolio. They offer Traditional IRAs, Roth IRAs, and Precious Metals IRAs, as well as the ability to invest in more than one type of IRA at once.
They also provide helpful guides to investors that can help them get started. Moreover, they provide a comprehensive fee schedule that is clearly explained so investors can see exactly how much their account will cost each year.
The company is led by President Sheila Click who joined STRATA in 2009. She has 29 years of experience in self-directed IRA investing and is responsible for the overall management of the company.
STRATA is committed to making sure that their clients are aware of the potential risks associated with precious metals dealers. They do this by urging their clients to conduct their own due diligence when choosing a dealer to work with.
Low Fees
Strata Trust offers competitive fees for self-directed retirement accounts. They are a custodian that is focused on helping people invest wisely and save for their retirement. Their website is easy to navigate and makes it simple for new investors to find information about the types of accounts they offer and how they work. It also provides one-on-one interaction with a real human to help customers and clients with their investment needs.
They encourage their employees to participate in community events and fundraisers. This is a great way to show the company’s support for different causes and help bring positive vibes into the world. This also helps promote a strong culture and team spirit for the company. The company has a very diverse group of employees and they are always working hard to improve their services. It is also a very secure company and they take pride in protecting their customers’ investments.
Self-Directed IRA Accounts
Strata is a company that works specifically with self-directed IRAs, which allows you to invest in assets that aren’t typically allowed in your standard retirement account. This type of investment can be a great way to diversify your portfolio and make sure that you’re getting the most out of your savings.
This company is also great for people who want to invest in things like precious metals, private debt, and crowdfunding projects. You can find out more about how they work with these kinds of investments by visiting their website.
Their website is easy to navigate and answers most of the questions that people might have. They have a customer service team that can answer any additional questions that you may have. In addition to that, they offer a range of different services, including record-keeping and wire transfers. Their fees are very reasonable and lower than other similar companies. They also offer a free trial so that you can try them out before committing.
Investing Options
Strata Trust Company offers traditional IRAs, precious metals IRAs and the Flex IRA to allow investors the freedom to explore investment opportunities they may have not considered before. They also provide a library of resources to help investors with their investing decisions.
They are the only custodian to offer a private LLC account, which allows IRA investors to own an equity stake in entities like real estate or cryptocurrency. Investors become members of the private LLC and have limited liability protection.
Strata has an excellent website with a wealth of information about self-directed IRAs, including detailed explanations of the different accounts they offer. They even have a dedicated blog that is frequently updated with informative articles for clients. Strata also has a clear fee schedule that makes it easy to understand the cost of working with them. However, they do not offer 401(k) plans, which may be a problem for some investors.
