Strata Trust Company was founded in Austin, Texas in the year 2008 as an extension organization of its owners, Horizon Bank, SSB, with its original name being Self Directed IRA Services, Inc. After rebranding and becoming the company we now know as Strata Trust Company, the organization aims to provide clientele with top-notch IRA, or Individual Retirement Account, options and services.
With over 350 years worth of combined experience in the self-directed IRA industry, Strata prides itself on its premium alternative investment services. In 2015, assets under custody exceeded $1 billion and continued to rise in the following years. By 2019, assets under custody had exceeded $2 billion.
Strata Trust Company’s bedrock core values are:
Like any investment business or company, Strata provides potential clientele with more than one way of investing. Strata Trust allows customers to open an investment account in:
Important to mention before we go more in depth with this review!
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Precious Metals IRAs
Strata Trust allows you to invest in tangible goods like precious metals (i.e. gold, silver, platinum, etc.) in bullion or coins for your prospective individual retirement account. In order to start a Precious Metals IRA through Strata Trust Company, you would need to:
Strata Trust also properly equips investors with a list of everything you should know before purchasing precious metals for IRAs:
A Traditional IRA gives individuals the opportunity to direct pretax income towards investments that can grow tax-deferred. Strata Trust informs investors what they would need to know upon opening a Traditional IRA account with them.
Traditional IRA features:
Roth IRAs give clients the opportunity to save after-tax income up to a specific amount over the course of a year.
Roth IRAs features:
SEP, which stands for Simplified Employee Plan, is a retirement plan created by an employer that also allows them to make deductible contributions to a Traditional IRA.
SEP IRA features:
SIMPLE, which stands for Savings Incentive Match Plan for Employees, is a specific IRA that allows employers to plan for their employees’ retirement as well as their own.
SIMPLE IRA features:
Strata Trust Company is seemingly very enthusiastic about the importance of community. Over the years, Strata Trust has participated in multiple volunteering events for local communities including food and toy drives, fundraisers, walks, and runs which all help to spread awareness for certain diseases, recognize national holidays, or simply spread a little more positivity in the world. Strata believes that strength within the community in which you live helps improve the overall strength and solidarity within the company in terms of employee culture and work environment.
Strata Trust Company tries its best to stay updated with the most accurate and useful information to share with its clients. That's why they have a blog of insights for clients that is updated every 10 or so days keeping clients advised on a myriad of subjects such as the best ways to operate your IRA account with Strata Trust, things you need to know about filing taxes when owning an IRA, how the current economic and political climate may affect your IRA, tips on retirement following your IRA, how to work on your retirement portfolio, Strata Trust current events, and many more.
Customers and clientele alike can “Meet The Team” of employees who help deliver personalized service for customers on Strata Trust’s informative website. There, you will find the members of the Strata executive, management, leadership, and business development teams, some including their LinkedIn and full bio information to really know who is running the business.
Because we are now living in the digital age and everything is done with the click of a button, it’s only natural that companies are up-to-date with technology, which is why Strata Trust ensures investors with technological investment security. Strata Trust Company collaborates with many technology partners to provide clients with safe and reliable resources for their assets including, but not limited to the following:
Pros and Cons Of Strata Trust Company
Is Strata Trust A Scam?
No, Strata Trust Company is not a scam company. They are a 100% legit business, with plenty of references and reviews that confirm its validity. Many people are always on the hunt for reliable investment companies and may have come across Strata Trust Company.
As a prospective investor, you’ll probably want to invest some time researching before you invest your hard-earned money into said company because one would understandably be apprehensive as to where they should place their money. There are so many scam companies out there, but out of everything I found out about Strata Trust Company, I can say that they truly seem as trustworthy as they proclaim.
Although we do think that Broad Financial is a solid company, we believe that there are better companies out there to make your investment with if you are looking into precious metals.
Or, continue with Broad Financial...