Alex Perny, CISP—Business Development Specialist
I educate investors like you on using your retirement funds to invest in alternative assets.
Watch this video to learn more about me.
I am Alex Perny with Advanta IRA. Since 2012, I have dedicated my time here to helping clients realize their goals of growing their retirement funds by investing in alternative assets through tax-sheltered accounts. When I started working at Advanta IRA, I worked directly with clients processing their investments. Through the years, my role has evolved, and now I leverage my experience to educate clients who want to invest in alternative assets by self-directing their accounts. By sharing tips and strategies, I can help you see just how powerful self-directed IRAs can be for your financial freedom in retirement. If you have questions or are ready to get started, please give me a call.
Accounts that can be Self-Directed
There are several different types of plans that can purchase the assets listed below.
Individual Accounts
- Traditional IRA
- Roth IRA
- HSA – Health Savings Account
Employer Accounts
- Solo 401(k)
- SEP IRA
- SIMPLE IRA
Ready to Get Started?
Open your account with Docusign
Alternative Investment Options
Alternative assets can potentially build wealth at a faster pace than traditional stocks, bonds, and mutual funds. With a self-directed IRA, you and your financial team choose your investments.
Private Equity
- Real estate funds
- Start-ups
- Venture capital
- Impact investing
Promissory Notes /
Private Lending
- Origination loans
- Purchase discount notes
- Fractional or whole notes
Real Estate
- Residential
- Commercial
- Agriculture
- Oil and gas
- Land speculation
- Debt leveraged or not
- Partnership options
