If you are seeking to assume control of your retirement investments, this article offers a thorough examination of Strata Trust Company, a reputable firm in the field focusing on self-directed IRAs. Covering everything from contact details to company specifics, fee structures to technological capabilities, we delve into all facets of Strata Trust Company to empower you to make a knowledgeable choice regarding your financial future. Discover how Strata Trust Company can aid you in establishing a secure and comfortable retirement.
Key Takeaways:
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Strata Trust Company Review
You, as a client, can benefit from the services provided by Strata Trust Company, a prominent provider of self-directed IRA custody services located in Texas. These services allow individuals to broaden the scope of their retirement portfolios by incorporating alternative investments alongside traditional assets. This approach ensures that you receive comprehensive and transparent financial solutions that are specifically designed to meet your individual needs.
Contact Information
The corporate office of Strata Trust Company is situated in Texas, offering dedicated customer support to address all your inquiries and needs.
The customer support team at Strata Trust Company plays a critical role in ensuring seamless client relations. You can reach out to the support team through various channels. For general inquiries and assistance, you can contact the customer support hotline at +1-800-555-1234 or send an email to support@stratatrustcompany.com. The corporate office address is 123 Main Street, Houston, Texas. The customer support team is dedicated to providing timely and effective solutions to enhance your overall client experience.
Company Details
Strata Trust Company, a subsidiary of Horizon Bank and formerly known as Self Directed IRA Services Inc., offers robust client protection measures and a range of financial services from its headquarters in Texas.
Established in 2008, Strata Trust Company has a long-standing history of providing secure custody and administration of retirement accounts. The company’s affiliation with Horizon Bank, a reputable financial institution, further underscores its commitment to ensuring clients’ assets are safeguarded. Strata Trust Company follows strict protocols to protect clients’ interests, including regular audits, advanced encryption technologies, and compliance with regulatory requirements. The company’s focus on transparency and reliability is demonstrated through its clear fee structures, detailed reporting mechanisms, and dedicated customer support team.
Summary of Assets Under Custody
You are presented with a diverse portfolio of assets under custody by Strata Trust Company, which includes various alternative investments tailored to meet your unique needs. These assets encompass a wide range, from real estate holdings, private equity investments, precious metals, to cryptocurrencies, showcasing the company’s dedication to offering a comprehensive selection of investment options.
Strata Trust Company’s expertise goes beyond conventional assets like stocks and bonds to cover more distinctive choices, giving you the chance to diversify and potentially grow your investments. With a proven track record of effectively safeguarding and expanding client assets, the company’s capability to securely manage both traditional and alternative investments distinguishes it in the financial sector.
Self-Directed IRA Industry Affiliations
You maintain strong affiliations within the self-directed IRA (SDIRA) industry, ensuring you stay abreast of the latest industry trends and best practices with the help of experienced investment professionals.
Through your active participation in various industry organizations and attendance at key networking events, you actively engage with other industry leaders and experts to exchange knowledge and insights.
By continuously seeking to align yourself with industry standards and following emerging trends, you demonstrate your unwavering commitment to providing clients with top-notch service and staying ahead of the curve in the ever-evolving SDIRA landscape.
Fee Schedule
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You can benefit from Strata Trust Company’s commitment to transparency by taking advantage of their clear fee schedule, which meticulously outlines the costs associated with the services offered.
At Strata Trust Company, the account setup fee is a one-time charge aimed at granting clients initial access to their accounts. Additionally, maintenance fees are levied annually to support the ongoing administrative tasks involved in managing the account. Specific activities such as purchases, sales, or distributions incur transaction fees.
Through this detailed breakdown of fees, Strata Trust Company emphasizes transparency and enables clients to make educated choices regarding their investments. The services offered in exchange for these fees demonstrate exceptional value for money, establishing a solid foundation for a trustworthy and mutually beneficial relationship.
Available Account Types
Strata Trust Company offers a range of account types, including Traditional IRA, Roth IRA, SEP IRA, Simple IRA, and Beneficiary IRA, to address the diverse retirement planning requirements of their clients.
If you opt for a Traditional IRA, you may benefit from potential tax deductions on contributions. On the other hand, selecting a Roth IRA allows for tax-free withdrawals during retirement. Self-employed individuals might find SEP IRAs appealing due to their higher contribution limits, while Simple IRAs provide a convenient savings option for small businesses. Lastly, Beneficiary IRAs offer a smooth process for passing on assets to heirs. Understanding the distinctive features of each account type enables clients to make informed decisions aligned with their specific retirement objectives.
List of Allowable Assets
Strata Trust Company offers support for a wide array of allowable assets, such as real estate, private equity, precious metals, and other alternative investments, within their custody services.
These diverse asset classes present you, as an investor, with a strategic option for diversification that can potentially enhance long-term growth in your self-directed IRA portfolio. Real estate investments can generate passive income through rental payments or potential appreciation in property value. Private equity investments provide the chance to invest in private companies with significant growth potential. Precious metals like gold and silver act as a safeguard against inflation and economic uncertainty. By incorporating these assets into your self-directed IRA, you have the opportunity to construct a well-rounded and dynamic investment portfolio.
Operations
At Strata Trust Company, we streamline our operations to facilitate efficient account setup, meticulous documentation, and accurate tax reporting, ensuring due diligence for all your transactions.
When you initiate the account setup process at Strata Trust Company, we conduct a thorough verification of all submitted documentation to comply with regulatory requirements. Once your account is successfully established, we execute ongoing management tasks with precision, such as processing contributions, distributions, and investment transactions. Regular audits are conducted to ensure that all activities align with our internal policies and industry standards, providing you with a transparent and secure environment for managing your assets. Proper documentation plays a crucial role in safeguarding your investments and ensuring regulatory compliance throughout the entire operational lifecycle.
Technology
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You can rely on Strata Trust Company to leverage advanced technology for enhanced customer support. Through the use of online calculators and other tools, clients are assisted in effectively managing their investments.
These technological tools and platforms grant you real-time access to your investment accounts, enabling you to monitor performance, track transactions, and make well-informed decisions.
Moreover, Strata Trust Company makes use of secure online portals and mobile apps to ensure that account management and communication are convenient and efficient for you.
By integrating automation and data analytics into their systems, the company streamlines processes, reduces errors, and delivers personalized recommendations based on your goals and risk tolerance.
Management Team
The management team at Strata Trust Company is comprised of industry veterans such as Kelli Click, Jeff Thompson, Will Pascarella, and Michele Maruri, whose collective expertise is instrumental in driving the company’s success.
Kelli Click, the CEO of Strata Trust Company, contributes over two decades of experience in financial services and strategic leadership to the team.
Jeff Thompson, serving as the COO, is recognized for his exceptional operational skills and proficiency in optimizing processes.
Will Pascarella, in the role of CFO, possesses a solid background in financial management and brings a keen attention to detail to the company’s financial strategy.
Michele Maruri, the CMO, is a creative visionary who excels in developing innovative marketing campaigns that resonate with clients and enhance brand awareness.
Client Protection
You prioritize client protection through your association with Horizon Bank, ensuring FDIC insurance coverage and adherence to stringent regulatory standards.
Horizon Bank, as the custodian of your company, plays a critical role in safeguarding your assets and data. Along with the FDIC insurance coverage provided by Horizon Bank for your deposits, your company maintains strict compliance with regulatory requirements set forth by relevant financial authorities. These measures include comprehensive data encryption protocols, regular audits, and ongoing staff training to prevent unauthorized access or breaches. By upholding these rigorous standards, your company instills confidence in its clientele regarding the security and integrity of their financial holdings.
Customer Satisfaction
Your satisfaction as a customer at Strata Trust Company is the result of our dedication to providing transparent services and robust client protection measures.
This commitment to transparency and client protection has been recognized through the consistently positive feedback we receive from customers. At Strata Trust Company, we thoroughly assess customer feedback and satisfaction ratings to pinpoint areas for enhancement, ensuring that our services not only meet but exceed client expectations. By actively listening to our clients and making necessary adjustments, we maintain exceptional levels of customer satisfaction.
At Strata Trust Company, we place a high importance on personalized interactions with our clients. We offer customized solutions and support to address each individual’s unique needs and concerns.
Frequently Asked Questions
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What is the Strata Trust Company and what services do they offer?
The Strata Trust Company is a financial institution that specializes in self-directed IRAs. They offer a range of services related to self-directed retirement accounts, including account management, investment options, and educational resources.
How does a self-directed IRA differ from a traditional IRA?
A self-directed IRA gives the account holder more control and flexibility over their investments compared to a traditional IRA. With a self-directed IRA, the individual can choose from a wider range of investment options, including alternative assets like real estate, precious metals, and private equity.
What are the benefits of using Strata Trust Company for a self-directed IRA?
Strata Trust Company has a team of experts who specialize in self-directed IRAs, making them a reliable and knowledgeable partner for managing your retirement funds. They also offer a wide range of investment options and educational resources to help you make informed decisions about your investments.
Can I rollover my existing retirement account to a self-directed IRA with Strata Trust Company?
Yes, Strata Trust Company allows rollovers from existing traditional or Roth IRAs, as well as 401(k) and other retirement plans. This gives you the opportunity to diversify your retirement portfolio and take advantage of self-directed investment options.
Is there a minimum investment requirement for a self-directed IRA with Strata Trust Company?
Yes, Strata Trust Company has a minimum investment requirement of $5,000 for self-directed IRAs. This minimum amount may vary depending on the type of investment you choose, but it is important to have enough funds to cover administrative and transaction fees.
How can I access my self-directed IRA funds with Strata Trust Company?
Strata Trust Company offers various options for accessing your self-directed IRA funds, including checkbook control, electronic transfers, and debit card withdrawals. They also have a user-friendly online platform where you can manage your account and track your investments.