Accounts

Traditional Self-Directed IRAs

Traditional IRAs offer a tax-efficient way to invest, with pre-tax contributions that grow tax-deferred over time. Owners may also qualify for tax deductions on yearly contributions. Eligibility is open to anyone with compensation. Withdrawals can begin at age 59½, with mandatory distributions starting at age 72 in January of the following year.

SEP (Simplified Employee Pension)

SEP IRAs are tax-advantaged plans designed for self-employed individuals and business owners. In 2024, the SEP allows annual contributions of up to $69,000. Employers can contribute up to 25 percent of each employee's annual compensation (up to a maximum considered compensation of $345,000 for 2024).

SIMPLE (Savings Incentive Match Plan for Employees)

The SIMPLE IRA is tailored for businesses with 100 or fewer employees who lack other qualified plans. Contributions are tax-deductible, and earnings within the account are tax-free until withdrawn.

Roth IRAs

Roth IRAs are renowned for their tax advantages. Contributions are made with after-tax dollars and are not tax-deductible. All funds within a Roth IRA grow tax-free, and withdrawals are also tax-free if the account owner is 59½ and the account has been open for five years.

Recordkeeping Accounts

A straightforward and easy method for financial advisors to include taxable alternative investments into clients' portfolios. Recordkeeping accounts, together with IRAs and other tax-advantaged plans, support a comprehensive strategy for managing individual investors' wealth.

Health Savings Accounts

A self-directed HSA offers the advantage of reducing health insurance premiums while setting aside funds for current and future medical expenses. HSA contributions are tax-deductible within certain limits, and withdrawals are tax-free when used for qualifying medical expenses. If you seek control over healthcare costs, avoiding high premiums and complicated health plans, an HSA might be your ideal choice.

Integrations

  • Through our esteemed technology partners, we offer seamless integration and access to top-tier portfolio aggregation and asset management platforms, including Evestnet, Orion, Morning Star, RedTail, and more.

  • Whether you prefer to check your broker-dealer's available alternative investments or bring your own assets, we support both in-kind and ACATS asset transfers. This flexibility ensures that you have the freedom to manage your clients' portfolios efficiently while maintaining the convenience and familiarity of your preferred tools and interfaces.

  • With our state-of-the-art API, we simplify the process of making alternative investments available for your clients with just a click.

Portfolio Reporting

  • Our platform offers seamless integration of all your clients' account data into your portfolio management tools. This integration enables you to effortlessly incorporate the alternative assets component, providing a holistic view of your clients' portfolios.

  • By seamlessly integrating alternative assets' fair market values, you can accurately calculate total assets under management (AUM) and determine advisor fees.

  • You can continue using your preferred interfaces and online solutions while we handle the rest, including taxable and qualified accounts recordkeeping and custody, compliance, and tax reporting.