Audience
Investors searching for a retirement platform to diversify their savings and increase their investment opportunities
About Broad Financial
A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place.
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IRA Financial Trust
With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.
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CrowdStreet
CrowdStreet is the nation’s largest online real estate investing platform. Register today to get direct access to some of the most sought-after, institutional-quality real estate investment opportunities across the U.S. Create your account today to easily review, compare, and choose the individual deals that meet your investment criteria. You can also invest in one of our thematic managed funds or work with our team of investment professionals, leveraging our advisory services to help you build a customized real estate portfolio. With more than $2.8 billion invested across 580 deals, tens of thousands of investors have earned more than $416 million in distributions and have diversified their portfolios outside of stocks and bonds with private equity real estate using CrowdStreet.
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Risevest
Risevest is an investment platform that gives users access to a curated portfolio of global dollar-denominated assets, including U.S. stocks, U.S. real estate, and fixed-income instruments, managed by experts to deliver long-term and stable returns. It lets individuals set financial goals (tuition, wedding, travel, retirement, etc.), automate regular contributions toward those goals, and build diversified exposure through stock plans, real estate plans that provide rental yield plus appreciation, and fixed-income plans for lower-risk consistency. The interface makes it easy to model savings based on income percentage and investment horizon, providing clear projections and encouraging disciplined contribution habits. Risevest also supplements investing with market insights, community support via free Telegram groups, educational content in its blog and newsletter, and tools for both self-directed investors and those who prefer guided, expert-curated portfolios.
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Carnivore Trading
Easily the fastest, most fun way to learn how to invest like a carnivore is to simply mirror the real-time trades made by legendary Trader Z and his elite team of Wall Street advisors. Live trading by our elite team of traders. We never charge commissions or account fees. No options, no bonds, no weird complicated strategies. Make your trades with any quality, no-fee discount brokerage. No penny stocks or micro caps. Mirror our trades, learn to think like us, and get street smart. Your daily alerts mirror actual trades being made by legendary Trader Z and his elite team of Wall Street advisors. It’s your choice, to make the same trades with your discount (or no fee) broker or pass. End of the day market wrap + insights and advice from legendary trader Dutch. Hilarious and a bit irreverent, The Wrap is your insider’s guide to trading like a Carnivore. Sometimes it’s fun to play with your food.
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Company Information
Broad Financial
United States
www.broadfinancial.com/self-directed-ira/
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