Established in 2008 in Austin, Texas, Strata Trust Company originated as an auxiliary body of Horizon Bank, SSB, originally known as Self Directed IRA Services, Inc. After a successful rebranding, it morphed into the Strata Trust Company we're familiar with today, focusing on offering superior Individual Retirement Account (IRA) choices and services.
Strata's cumulative experience in the self-directed IRA industry surpasses 350 years, illustrating its commitment to providing exceptional alternative investment services. By 2015, the company celebrated the milestone of exceeding $1 billion in custodial assets, and this figure continued its upward trajectory. By 2019, the assets they held in custody surpassed the $2 billion mark.
The firm's fundamental ethos revolves around the following:
Prioritizing Service & Client Focus: Strata aims to offer unrivalled customer service and ensure clients enjoy an optimal experience.
Stability: The firm endeavours to fortify relationships, its offerings, services, and community connections.
Integrity: Honesty and trust are the pillars on which Strata bases its client interactions.
Innovation: Strata distinguishes itself from competitors by fostering a creative and inventive problem-solving culture.
Teamwork: Growth is a team effort for Strata, believing that collaborative actions will propel the company towards its objectives.
Like any reputable investment entity, Strata offers clients multiple avenues for investment. They provide opportunities for customers to initiate an investment account in:
Strata Trust allows you to venture into physical assets like valuable metals (e.g., gold, silver, platinum, etc.) in bullion or coin form for your potential individual retirement account. To initiate a Precious Metals IRA via Strata Trust Company, you're required to:
Strata Trust also furnishes investors with essential insights to consider before investing in precious metals for IRAs:
A Traditional IRA allows people to channel pre-tax earnings towards investments that can expand without immediate taxation. Strata Trust equips investors with crucial information for opening a Traditional IRA account with them.
KEY FEATURES OF TRADITIONAL IRA:
Roth IRAs allow clients to deposit post-tax income up to a certain limit annually.
FEATURES OF ROTH IRAS:
A SEP, or Simplified Employee Plan, is a retirement program established by an employer, allowing them to make tax-deductible contributions to a Traditional IRA.
FEATURES OF SEP IRA:
A SIMPLE IRA, an acronym for Savings Incentive Match Plan for Employees, is a unique IRA that allows employers to strategize retirement planning for their workforce and their own.
CHARACTERISTICS OF SIMPLE IRA:
Strata Trust Company consistently displays an avid interest in fostering community spirit. Over some time, Strata Trust has been part of numerous community service events such as charity drives for food and toys, fundraisers, walks, and runs. All these initiatives aim to raise
awareness for certain diseases, acknowledge national holidays, or create a positive ripple in the world. Strata is firm in its belief that a thriving community enhances the collective strength of the company, enriching employee culture and the work environment.
Strata Trust Company leaves no stone unturned in ensuring they are up-to-date with the latest, precise and beneficial information to offer its clients. To this end, they maintain a richly insightful blog for clients, updated roughly every ten days. This resource educates clients on an array of topics such as managing your IRA account with Strata Trust efficiently, what you must know when filing taxes as an IRA owner, how the existing economic and political scenarios could impact your IRA, strategies for post-IRA retirement, crafting your retirement portfolio, updates on Strata Trust events, and much more.
The "Meet The Team" section on Strata Trust's informative website lets existing and prospective clients get acquainted with dedicated employees who provide personalized customer service. This space showcases the members of the Strata executive, management, leadership, and business development teams, with certain profiles also including their LinkedIn details and comprehensive bios, helping you understand the individuals steering the company.
In a digital era, where most transactions occur at the click of a button, companies must stay in step with technology. Keeping this in mind, Strata Trust assures investors of secure technological investments. Strata Trust Company partners with numerous tech firms to provide clients safe and dependable resources for managing their assets. The partners include, but aren't limited to:
No, Strata Trust Company is far from being a fraudulent organization. It is an entirely legitimate enterprise, with numerous testimonials and reviews substantiating its authenticity. Numerous individuals seeking dependable investment firms may have stumbled upon Strata Trust Company.
Being a potential investor, it would be only logical to dedicate some time to thorough investigation before allocating your painstakingly earned money to any company. One would naturally be cautious about where to invest their finances. With the plethora of dubious entities, deciding might take work. However, based on all the information I've gathered about Strata Trust Company, I can confidently assert that they appear as genuine as they claim to be.