Experienced alternative asset verterin proving consulting to RIAs, B/Ds, Banks, and other financial service firms interested in self-directed IRAs. Specializing in providing the hands-on services needed to introduce your clients or perspective client...
Experienced alternative asset verterin proving consulting to RIAs, B/Ds, Banks, and other financial service firms interested in self-directed IRAs. Specializing in providing the hands-on services needed to introduce your clients or perspective client base to the opportunities of investing in alternative assets held within their retirement account - with no penalties or nagative tax consequences. Alternative assets have become very popular with high net worth clients and can provide substantial opportunity to family offices or any other financial service firm looking for a new way to attract these clients.
The IRS has allowed consumers to investment in almost any legitimate investment of their choice either within the USA or overseas, however the potential pitfalls can be significant. Iron Horse Management works closely with finacial firms to safely and efficiently avoid these pitfalls, through customized training programs, providing marketing and business development programs to add self directed IRAs to your existing business model seamlessly.
We will work with financial advisor to build a local support team to assist in the overall opportunity for all members of your team. Lawyers, CPAs, and investment sponsors can all work together to attract a common client base with no conflict of interest. Shared expenses for targeted marketing, alternative asset articles being published, and seminars on the subject are all examples of an effective local team of professionals working together.
Investment Sponsors can benefit in a number of ways when adding the self-directed IRA concept to their investment offereings. You will have created an interest in investors who may not have any idea they are able to invest in your products with their retirement portfolio - without incuring any penalty or income taxes.
Oursoursed solutions can be customized for financial service advisors who wish to retain the client realtionship but not have to handle the complex logistics with the client. We have an outsourcing program which can open the door of opportunity to the advisor as well as their client base.
Iron Horse Management has a long history of assisting small ~ medium sized businesses in developing effective growth strategies through effective marketing, business development programs or merger acquistions. Give us a call to discuss your objectives and specific needs, the solution may be a phone call away.
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