Are you a…
- turn key investor
- investment sponsor
- event promoter
- financial advisor
- legal advisor
- tax advisor
- real estate agent
- or other type of professional working with investors?
We make working with self directed IRA investors easy and profitable.
You as a professional have different needs, goals and expectations than a retail investor, so why should you be treated like one? The reality is not all clients are the same. We chose to abandon conventional wisdom and the flawed notion that a one size fits all service offering is the answer.
At Specialized IRA Services, we created our professional line of services and products to help you work with self directed IRA investors. You are about to discover when you partner with Specialized IRA Services, working with self directed IRA investors becomes easier and more profitable than ever before.
Here is a snapshot of the highlights you will find working with us.
A dedicated relationship manager to work with you, your staff and your clients. A person who will rollup their sleeves, understand your business and get to know you. We put the relationship back in “relationship manager.”
Unique, special, exclusive content customized to your audience, marrying the benefits of self directed accounts with your unique message.
Presentations, webinars and event support with professionally trained Specialized IRA Services.
For our qualified institutional investors, you will be offer to your clients a streamlined investment experience and access to the most competitive self directed fee schedule in the industry, customized to your needs.
As you now see, we customize our services, products and support to fit you, your business and your audience.