Are you ready for an exciting career? STRATA has an immediate opening for an experienced Director of Relationship Management in our Waco office. To excel in this role, you must possess strong communication and interpersonal skills, energetic team management and coaching abilities, and a solid passion for helping others. Apply now to embark on a fulfilling career journey with STRATA. #hiring #workwithus https://lnkd.in/gnxSKVkf
STRATA Trust Company
Financial Services
Austin, TX 1,841 followers
Empowering investors to carve their own path to retirement.
About us
In today’s competitive financial environment, we know that you have a lot of options to choose from in the retirement services marketplace. We take pride in empowering investors to reach their retirement goals by providing administration and custody of alternative and traditional assets. It’s our mission to provide the highest level of customer service, attention to detail and dedication to satisfy your long-term needs. STRATA Trust Company was founded in 2008 as a wholly-owned subsidiary of Horizon Bank, SSB. Formerly known as Self Directed IRA Services, Inc., we’ve rebranded and launched a new website, but what hasn’t changed is our commitment to provide outstanding client service and investment flexibility. (Content shared on this page is intended to be informational and does not constitute endorsements for investments or investment providers.)
- Website
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http://www.StrataTrust.com
External link for STRATA Trust Company
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Austin, TX
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Alternative Assets, Alternative Investments, Self-Directed IRA, SDIRA, RothIRA, TraditionalIRA, Customer Service, and Retirement Planning
Locations
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Primary
901 S. Mopac Expressway, Barton Oaks Plaza II
Ste 100
Austin, TX 78746, US
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7901 Woodway Dr.
Waco, TX 76712, US
Employees at STRATA Trust Company
Updates
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Should you make the move? Our Roth IRA Conversion Calculator can help you visualize the monetary differences between holding your savings in a Traditional IRA versus converting your account to a Roth IRA: https://hubs.li/Q02MVVl30 #IRAcalculator #RothIRA #RothConversion
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Consider utilizing these five essential questions to confirm that you are aligned with your retirement goals and effectively managing the risk of fraud: https://hubs.li/Q02MKf370 #IRAeducation #FinancialAwareness
4 Key Questions to Safeguard and Align Your Retirement Strategy » STRATA Trust Company
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Are you an investment provider raising capital? STRATA can help. https://hubs.li/Q02MyP7W0 #SDIRA #STRATA #capitalraising
Issuers and Sponsors | STRATA Trust Company | Self-directed IRA Services
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STRATA’s 2023 Investor Survey Report reveals that real estate is one of the most popular primary sectors for STRATA investors, including both directly held and syndicated real estate. Learn more to see if this investment option is right for you: https://hubs.li/Q02MqqJn0 #realestate #investing #IRA
What are the Pros and Cons of Real Estate Investing Through an IRA? » STRATA Trust Company
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To ensure a smooth SDIRA purchase, it's important to have a solid understanding of the custody process and required documents. Learn about both - and more - in our Private Equity Investment Checklist: https://hubs.li/Q02Mcc9K0 #financialawareness #privateequity #investing
Private Equity Investment Checklist
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Your options are nearly endless when it comes to ways to grow your retirement portfolio. Learn more about the types of SDIRAs available on our website: https://hubs.li/Q02M4ngx0 #STRATA #SDIRA #TraditionalIRA #RothIRA #SEPIRA #SIMPLEIRA
Types of Self-Directed IRAs | STRATA Trust Company | SDIRA Services
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The IRS has revised how spouse beneficiaries can treat a deceased IRA owner’s assets. Because married IRA owners typically name their spouse as a beneficiary, this rule change may affect how such beneficiaries proceed when they inherit an IRA from a spouse. Learn more in our latest article: https://hubs.li/Q02LXW3C0 #IRA #beneficiaries
IRS Expands Spousal Beneficiary Option » STRATA Trust Company
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Build your career with STRATA Trust Company! We’re always on the lookout for enthusiastic go-getters who are eager to learn and love to work with people. Below are our current open positions, located in our Waco and Austin offices: -Client Services Associate -Operations Associate -Director - Relationship Management -Trust Accounting Associate Join our team today! https://hubs.li/Q02LL-3D0 #STRATA #nowhiring
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Alternative investments are often attractive because of the potential for considerable growth. But another benefit is the “hedge” that certain alternative investments can provide. Learn more: https://hubs.li/Q02Lz9JQ0 #alternativeinvestments #IRA #financialawareness
Why Hedging Is an Important Investment Strategy » STRATA Trust Company
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