Reg D Funds, Private Stocks, Private Equity/Angel Funds, Hedge Funds, and Oil and Gas Funds
A private placement is an offering of unregistered securities to a limited pool of investors. With this, shares are sold to a closed group of investors rather than through the open market. In some cases, private placements can bring higher returns than other traditional investments.
Real Estate Investment Trusts (REITs)
REITs offer a practical way to invest in real estate with the added benefit of eliminating taxes. Because the real estate market is separate from other types of stocks and bonds, many self-directed IRA investors find REITs as an attractive and interesting way to diversify their portfolio.
Promissory Notes, Mortgage Notes, Trust Deeds, and Hard Money Loans
Private lending is like turning your retirement account into a bank. People in need of a loan or financing would borrow money from your SDIRA, giving you the ability to invest in things that matter to you, like a local animal rescue or a neighbor’s business venture.
Limited Liability Companies (LLCs)
Combine the features of a corporation with the tax efficiency and flexibility of a partnership with an LLC. There are many benefits of an LLC, including pass-through taxation, asset protection, limited compliance rules, and less rigid management structures, that can be attractive to investors.
Limited Partnerships (LPs)
Investing in limited partnerships allows shareholders to gain direct access to income and expense flow. As an investor, you can maximize your interest in a business without having to take on the risks or taxes associated with the business.
Preferred and Common Stock
Investors who want to stick with tried and true strategies usually start with stock. We support preferred and common stock, both of which offer a good investment approach, although the benefits of each can vary.
Real Estate Investing
Real estate is a broad category of investments that allows an investor to diversify their portfolio beyond the traditional stock and bond options tied to the stock market. And with many ways to increase value, real estate is a flexible and attractive investment option.
An annuity policy distributes fixed stream payments to investors, usually utilized as income for retired individuals. Investors who want a stable retirement income often buy a retirement annuity as part of their retirement plan.
Corporations sell corporate bonds to investors in order to fund certain business objectives, sort of like getting a loan from a bank. Because there are several types of corporate bonds, investors can customize their bond portfolio around their specific needs.
Certificate of Deposits (CDs)
A Certificate of Deposit is a savings certificate with a specific fixed term and entitles the receiver to accrue interest. CDs are considered one of the safest investments because they are insured in the bank and backed by the Federal Deposit Insurance Corporation (FDIC).
Government securities are bonds issued by a government authority, with a promise of repayment upon maturity. They’re a low-risk investment backed by taxing power of the government.
With the ability to invest in hundreds or thousands of securities at once, mutual funds offer a practical and efficient way to build a diversified portfolio. Common types of investments include bonds, stocks, and money market instruments.
“Crypto” is a form of digital or virtual currency that can be used to buy goods and services. While the number of types of crypto is in the 1000s, each are based on blockchain technology.
Business Development Companies (BDCs)
BDCs typically invest in and help small- to medium-sized companies grow in the initial stages of development.