Self Directed Alternative Investments

Unlock New Investment Opportunities

Explore the diverse range of investment options available through self-directed accounts. Our goal is to empower you with the freedom to invest in assets that align with your financial goals and risk tolerance.

What You Can Invest In

Discover the wide array of investment opportunities you can access with a self-directed account:

Real Estate

Invest in residential, commercial, and rental properties to diversify your portfolio and generate income.

Private Equity

ain access to private companies and start-ups with the potential for high returns.

Precious Metals

Secure your wealth with tangible assets like gold, silver, and other precious metals.

Cryptocurrency

Participate in the growing digital currency market, including Bitcoin, Ethereum, and more.

Promissory Notes

Invest in promissory notes to earn fixed returns from borrower repayments.

Commodities

Diversify with commodities such as oil, gas, agricultural products, and other natural resources.

Hedge Funds

Enhance your portfolio with sophisticated investment strategies employed by hedge funds.

What You
Cannot Invest In

While self-directed accounts offer extensive flexibility, certain investments are prohibited by IRS regulations:

Collectibles

Including artwork, antiques, stamps, and coins.

Life Insurance

Policies are not permissible investments within a self-directed IRA.

S Corporations

Investments in S Corporations are not allowed.

Certain Tangible Personal Property

Such as alcoholic beverages and rugs.

The Process

Establishing and managing a self-directed account involves a clear, step-by-step process to ensure compliance and maximize benefits:

Choose a Custodian

Select an IRS-approved custodian who specializes in self-directed accounts.

Open an Account

Complete the necessary paperwork to set up your self-directed IRA or 401(k)

Fund Your Account

Transfer funds from an existing IRA, 401(k), or make a new contribution.

Select Your Investments

Identify and choose the alternative assets you wish to invest in.

Execute Transactions

Work with your custodian to purchase and manage your selected investments.

Monitor and Adjust

Regularly review your portfolio and make adjustments as needed to align with your financial goals.

Why Include These Strategies in Your Portfolio

Incorporating self-directed alternative investments into your portfolio offers several advantages:

Diversification

Spread risk across various asset classes and reduce dependence on traditional investments.

Potential for Higher Returns

Access unique investment opportunities with the potential for significant gains.

Inflation Hedge

Protect your wealth from inflation with tangible assets like real estate and precious metals.

Flexibility and Control

Enjoy greater control over your investment choices and strategies.

Tax Advantages

Benefit from the tax-deferred or tax-free growth within a self-directed IRA or 401(k).

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Diversify like the top 1%

Your money should work as hard as you do. we specialize in helping investors move beyond the stock market and into private real estate opportunities that build long-term wealth. We’re experts in alternative investments—navigating private placements, self-directed IRAs, and tax-efficient strategies to help you invest like the top 1%. If you’re ready to take your portfolio to the next level, we’re here to guide you every step of the way.