With a well-established reputation for simplicity, honesty, and integrity, STRATA stands out among other IRA custodians by delivering scalable growth options in alternative assets and non-exchange traded investments in self-directed IRAs. This together, with seamless technology and dedicated relationship managers is the reasons why STRATA is the preferred custodian in the financial marketplace.
Working with you, STRATA’s services enable investors with the option to invest using retirement account funds in alternative assets that include private equity and debt, real estate, hedge funds and much more. Our simple processes and intuitive options enable investment sponsors and platforms across a wide range of asset classes to differentiate themselves in their market as well.
Founded in 2008, STRATA Trust Company quickly catapulted to become a premier national custodian. Led by a seasoned executive team with over 150 years of collective experience, STRATA’s understanding in handling the details and complexities that alternative investments require is unrivaled. Today, STRATA serves over 35,000 individuals nationwide with over $2 billion in assets under custody.
STRATA works to ensure that the highest standards for safety and soundness are met. As a subsidiary of Horizon Bank, SSB, STRATA is a Texas-chartered trust company regulated by the Texas Department of Banking, which has long set the benchmark among state banking regulators. Strict controls are in place to ensure the safety of uninvested cash and independent auditors are retained to conduct regular audits of our operations.
If you are an investment professional raising capital through high net worth investors, let us show you how to leverage tax efficient retirement investing within private and alternative assets. We welcome a conversation, connect with us today to learn more.
7901 Woodway Dr
Waco, TX 76712
|Year Founded||Sector||Structure||Senior Executives|
|2008||–||–||Kelli Click, President
Jeff Thompson, Chief Operating Officer
Michele Maruri, Chief Financial Officer
Will Pascarella, Chief Technology Officer
Anthony Carl, Vice President – Compliance and Risk Management