Contact Us Today

Back to Case Studies

As financial advisors increasingly look to diversify client retirement portfolios with investments in alternative assets, many investment sponsors are taking notice of this trend and beginning to actively pursue investing with an IRA. IRAs represent a $ 9 trillion market, and investing in asset categories like real estate, private equity and even crowdfunding campaigns is a tactic that some advisors use to help balance client portfolios in the event of a market downturn. Some custodians are making the IRA investing process more mainstream by offering online account-open tools and mobile-friendly account management platforms, giving investors easier access to alternative investment options. Should IRA investing become a part of a sponsor’s strategy?

Request Free!

Free Finance Magazines and Downloads from

, , , , , , , , , , ,


Phone:855-400-8202 a division of PMHL
United States
2320 E Baseline Rd Suite 148-418
Phoenix, AZ 85042

XML Site Map
Sign up for newsletter
[newsletter_form form="1"]
Sign up for newsletter
[newsletter_form form="1"]

© 2006- 2017 PMH Tec All Rights Reserved