The Strata Trust Company acts as a custodian for over $2 billion in assets for thousands of clients. The self-directed IRA company was founded in 2008 and maintains an A+ BBB rating.
How does Strata Trust continue to maintain a perfect rating from the Better Business Bureau (BBB)? Here are the top three reasons:
1. Dedication to Personalized Service
One of the top reasons why Strata Trust maintains an A+ rating from the BBB is its dedication to giving each client an exceptional level of service. This starts with the variety of retirement plans offered by the company.
You can choose from traditional, Roth, SEP, or SIMPLE self-directed individual retirement accounts (IRAs). If you need help choosing the right plan or gathering the necessary documents, you can contact the professionals at Strata Trust to walk you through the process.
The staff at Strata Trust cannot legally provide you with investment advice. However, they can offer helpful information and answers to any questions that you have about managing your account. Strata Trust is also quick to resolve issues. If you experience a technical problem with your account, you can rely on the team at Strata Trust to provide a quick solution.
2. Convenient Online Resources
Strata Trust has a variety of online resources to assist with every stage of opening, funding, and managing an account. The company allows you to open an account online in just minutes. You just need your Social Security number, email address, and driver’s license or ID number.
After creating an account, Strata Trust provides you with resources to help guide your investment strategies. As part of its dedication to customer service, the company developed a new self-service resource called “ServiceNOW.”
ServiceNOW is an online resource that is available to clients 24/7. It can help address any questions or issues that you have with your self-directed IRA, such as issues completing transfers. Along with ServiceNOW, the company has a wealth of information in the “resource center” section of the website. You can review regulations, access a return calculator, and receive tips for protecting your account against fraud.
3. Greater Flexibility
Compared to most brokerage firms and banks, the Strata Trust Company provides clients with greater flexibility. When you use Strata Trust, you have more options for investing your money. Unlike traditional brokerages, Strata Trust allows you to invest in alternative assets. This includes precious metals such as gold and silver along with real estate, trust deeds, crowdfunding projects, private equity, brokerage accounts, and more.
The company only has a few limitations on the types of investments allowed. You cannot use your IRA to invest in collectibles such as artwork, rugs, stamps, and gemstones.
The BBB assigns ratings to businesses based on information obtained from the public. The ratings range from F (lowest) to A+ (highest).
When you see an A+ rating, you know that the company has received no major customer complaints, which is the case with the Strata Trust Company. The A+ rating ensures that your investments are in good hands.