Much of today’s wealth can be found in individual retirement accounts captured in traditional portfolios. In fact, the Investment Company Institute (ICI) in their fourth quarter 2020 quarterly retirement market report estimates that individual investors hold $12.2 trillion in IRAs.
Many individuals are looking for unique opportunities to diversify their retirement funds while maintaining tax deferred growth and income
Cash and liquid assets available in retirement accounts give individual investors a source of long-term funds to use advantageously for non-publicly traded, alternative investment opportunities. These long-term funds coupled with investors’ longer term time horizons gives issuers a source to tap to meet the capital needs of their longer term investment opportunities.
Using retirement funds to invest in alternative assets requires the use of a specialized custodian offering “self-directed” IRAs. Forge Trust offers Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these accounts.
Investors may rollover or transfer cash or assets held in existing individual retirement accounts for investment in alternative assets at Forge Trust. And we work with issuers and capital raisers to provide their investors with high quality, seamless service.
Contact our Professional Services team at [email protected] to discuss your specific custody needs and how we can help.
Based on your needs and working together we will provide you with a proposal describing the various options available for addressing your requirements while creating the best possible client experience.
Once onboard, you will be assigned a dedicated Account Manager from our Professional Services team who will act as your advocate to insure that agreed upon services and service level agreements are met and expectations exceeded.