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’m Alex Perny, a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. I hold the designation of Certified IRA Services Professional (CISP) from the American Bankers Association. I am a self-described policy geek who loves diving deep to learn about the rules, regulations, and technical aspects of self-directed IRAs, employer plans, and IRS regulations.
For over a decade, I have helped thousands of clients invest in precious metals, real estate syndications, private stock offerings, promissory notes, and countless other alternative assets. As an expert in the self-directed investing field, I have spoken to thousands of investors across the country about using retirement plans to invest outside of the stock market.
I believe so strongly in this strategy that I self-direct my retirement and health savings plan and invest in real estate and private equity.
If you want to learn more, have questions, or are ready to get started, please give me a call at 727.754.9954, email me, or use the link below to schedule a consultation.
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
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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
