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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.

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An Individual retirement account is a type of savings account where alternative investments are bought, sold, and maintained through a self-directed IRA while earning tax benefits on capital gains.


Types of Alternative Assets

Two common types of IRAs are traditional and Roth. You can open and fund these accounts yourself, or rollover an employer-sponsored account into a new self-directed account. Unlike a an employee-sponsored IRA, a self-directed IRA allows the account holder to invest the money in both traditional and non-exchange traded assets.

Did you know?

You can invest in real estate, privately owned companies, and participate in P2P lending or Equity Crowdfunding with your self-directed IRA?

What is an IRA?

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.