Advisor Resources
Self-directed IRAs
Freedom of choice
Facilitating the variety of investment choices available to your clients can get complicated, and that’s where Polycomp can help. In addition to traditional investing, Polycomp offers the vehicle for investing your clients money in non-traditional assets.
Why Self-directed IRAs?
Diversification. Unlike traditional IRAs that limit investors to stocks, mutual funds and bonds, self-directed IRAs allow for a broader, more creative range of assets, including real estate, promissory notes, and limited liability company (LLC) interests.
» Other non-traditional assets held by Polycomp
Why Polycomp?
- Flat fees
- 2- day turnaround on most transactions (24-hour turnaround is also available)
- Personal service
- Ability to access account online
- Expert assistance in complex transactions
- Certified IRA Services Professionals (CISP)
- Regional offices in Northern and Southern California
Let's get started!
While you retain and maintain your client's traditional investment needs, Polycomp will take care of their self-directed IRA. Don't forget, some day that alternative investment will be paid off and your client will look to you to invest those dollars.
Additional Solutions for your Clients
If you have a client with a retirement plan looking for ways to reduce fees, check out our Automatic Rollover IRAs.