What types of investments do you handle There are a variety of alternative investments allowed in an IRA which give you more ways to generate income for your clients.  Below are some of the most common investments we handle, but Investment Options can provide further details.

Real Estate

  • Residential Property
  • Comercial Property
  • Developed Land
  • Underdeveloped Land
  • Foreclosures
  • Rehab/Flips
  • Mobile Homes
Tax Liens/TaxDeeds
  • Tax Lien
  • Tax Deed
Promissory Notes
  • Mortgage/Deeds of Trust
  • Secured Notes
  • Unsecured Notes
  • Car Papers
  • Commercial Papers


  • Private Placement
  • Limited Liability Companies
  • Limited Partnerships

Traditional Assets

  • Stocks
  • Bonds
  • Mutual Funds


  • Structured Settlements
  • Factoring

  • Accounts Receivable
  • Foreign Currency Exchange
  • Equipment Leasing