3 Ways a Self-Directed IRA Can Help You Diversify Your Portfolio

2. Customize and diversify your portfolio with more investment freedom and flexibility. 

With your Equity Trust account, you have the opportunity to invest in alternative assets such as real estate, promissory notes, private equity, precious metals, cryptocurrency, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian. 

It’s either one or the other at many companies – only alternative or only traditional assets. But with a self-directed account at Equity Trust, you hand-select the investments in your portfolio with the freedom to diversify in whatever way makes sense for you. 

“To my surprise, I discovered there were many non-traditional assets such as real estate, tax liens, and promissory notes that our retirement dollars could invest in using a self-directed IRA.”  – Susan, New York

“When I first heard about Equity Trust Company a couple of decades ago, I didn’t believe any of this was possible. I wondered why I’d never heard about it.” – Joel, New York

3. Take control and invest in what you know best.

If you have experience or an interest in real estate, invest in real estate. If you’re passionate about cryptocurrency or renewable energy, you can do that too. 

If you know of an exciting new start-up company, have specialized knowledge from your background or experience, or find a private equity fund you like, it’s possible to invest with your retirement savings. Regardless of the opportunities you find, chances are, you can do it with a self-directed IRA at Equity Trust. 

” I think people are better off investing in what they know, but even then, due diligence is critical. “  – Don, Tennessee 

“When I tell people that I invest in real estate through my IRA, they usually look perplexed,” Kay says. “I can tell that most do not know what I am talking about. However, my successes spike their interest.”

“I have not had to deal with the emotional ups and downs that I would experience when my retirement savings were invested in mutual funds and stocks.” – Kay, California

As you’ll learn in your research, the IRS only provides a list of assets you can’t invest in. Beyond that, there is a myriad of options available to self-directed IRA investors. 

Equity Trust clients have invested in llamas, toy factories, farm machinery, car dealership financing, Broadway productions, X-ray machines, new-age electric cars, and many other unique investments beyond real estate and other more common alternative assets. 

Watch: Client Greg discusses diversifying with real estate and private lending in a self-directed IRA.