A Self Directed IRA is an Individual Retirement Account (IRA) that allows alternative investments for retirement savings. Internal Revenue Service (IRS) regulations require that a qualified trustee or custodian, hold IRA assets on behalf of the IRA owner. As custodian we will provide custody of the assets, processing of all transactions and maintaining other records pertaining to them, file required IRA reports, issue client statements, help clients understand the rules and regulation pertaining to certain prohibited transactions and perform other administrative duties on behalf of the self-directed IRA owner. As custodian, we offer no investment advice.

Account Options

  • Traditional IRA
  • Roth
  • Inherited IRA 

Asset Types

  • Mutual Funds
  • Certificate of Deposits
  • Common/Preferred Stock
  • Government Securities
  • Limited Partnerships
  • Corporate Bonds
  • Real Estate
  • Limited Liability Company
  • Closely Held Stock

Contact Us

For more information on our Self Directed IRA Services contact:

Jerry Lau

Joe Hadel