Whether you’re an individual investor or someone raising capital, self-directed IRAs can help you fulfil your goals.
Watch this video to learn how I can help.
I have worked in the self-directed IRA industry—and for Advanta IRA—since 2006. During this time, I have helped countless individuals use their IRAs and old 401(k) funds to invest in real estate, private placements, and many other alternative assets. I have also assisted many companies and investors raise capital from IRAs for their start-up companies, multifamily syndications, and much more.
If you are looking to raise capital, although I am not permitted to help you solicit funds from investors, I can help you and your investors understand the benefits of using their retirement funds for your investment. From educational resources, customized marketing collateral, and a dedicated account manager, the Advanta IRA team is here to assist you through the investing process. In addition, our clients and referral partners enjoy working with Advanta IRA because of our unmatched customer service and knowledgeable employees.
Please reach out to me so we can discuss your goals and how self-directed IRAs can benefit you and your investors. You can give me a call 800.425.0653 X 1123, email me, or schedule a consultation with me.
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.
- Oil and gas
- Land speculation
- Debt leveraged or not
- Partnership options
Promissory Notes /
- Origination loans
- Purchase discount notes
- Fractional or whole notes
- Real estate funds
- Venture capital
- Impact investing