"I really appreciate having access to being an early investor in companies I wouldn’t otherwise know about or have the opportunity to invest in."
Empower Your Investors
Can a self-directed IRA (SDIRA) fill a gap in your client's portfolio?
A staggering 86% of STRATA's investors expressed a strong sense of assurance regarding their retirement prospects, with a significant number affirming that the accessibility and adaptability provided by SDIRA were perfectly aligned with their needs. In our third annual report, we hear directly from nearly 1,300 SDIRA investors and highlight some of the key trends that emerged:
Overview the key factors influencing investment strategies
Learn how investors are using SDIRAs today
Compare investor sentiment from 2021 to 2023
Discover what investment sectors SDIRA investors are focused on in the next 12-24 months vs. the last 12-24 months
Explore trends emerging in real estate, mature alternatives, and ESG investments
STRATA supports investors, financial professionals, and investment sponsors nationwide. If you’re looking to open a new account and have questions, we have over 350 years of experience in the custody of alternative investments and are ready to help you start carving your own path to retirement!
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