Alternative assets represent a broad category of 
investments that can be held in a self-directed IRA. 

Did you know?

A self-directed IRA can be used to participate on P2P lending or Equity Crowdfunding platforms?

What Are Alternative Assets?

Types of Alternative Assets

A self-directed IRA may hold an asset as long as it is not considered a "prohibited transaction" or follows IRS rules and regulations.


Common assets typcially include: 

• Real Estate • Private Equity • Precious Metals • Promissory Notes • Trust Deeds • Managed Futures/Forex • Private REITS • Hedge Funds • Venture Funds

Contact Us

Investor Services

PO Box 7080
San Carlos, CA 94070-7080

Phone: (800) 248-8447
Fax: (605) 385-0050
Email: info@InvestorServices.com

INVESTOR SERVICES  AND THEIR REPRESENTATIVES DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

© Copyright 2017 Investor Services

How it Works

Open Account

Open an account online in as little as 5 minutes using the Investor Services Cloud Platform™.

Fund Account

Rollover, transfer and fund your accounts safely and securely.

Manage Account

Submit personal and investment documents digitally. Manage your accounts through one dashboard.

Learn about what ISCP™
can do for your business

ISCP™This is what the future looks like

Contact Us