Self Directed IRAs and 401ks – How to Differentiate Yourself
Are you looking for a way to differentiate yourself as an advisor? Investing in alternative investments inside self directed IRAs may be the answer.
Innovative Advisory Group specializes in this type of investment strategy. Our services include: choosing from the 44 custodians and administrators, providing due diligence on these assets, protecting the client from prohibited transactions, and ongoing maintenance requirements.
Advisor Assisted Alternatives is a service we’ve been using with our clients and external advisors. It’s set up like an SMA so that you can offer this alternative investment advice to your prospects and clients in their IRA or 401k accounts. To learn more contact Kirk Chisholm at Innovative Advisory Group.
About The Author
An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!
Get my latest articles, research, and tools as they are produced. PLUS receive my popular “Niche-Rich Assessment” as a thank you for subscribing.
Featured Event
Affiliate Disclosure
Some of the links listed on this site are affiliate links. If clicked and purchased, we receive compensation for the recommendation.