NON TRADITIONAL INVESTMENT PLATFORM

You may not have the time, the knowledge, specific skill set, or you just don’t want to search for non-traditional investments to diversify your portfolio.

At Freedom Wealth Advisors, we continually search and screen non-traditional investments opportunities for our clients. There are a vast number of non-traditional investment opportunities, combine that with the rules and regulations that must be adhered to when purchasing these investments in a Self Directed IRA, and many investors find it difficult to make informed decisions.

We seek to make sense of the immense universe of investment opportunities for our clients through a comprehensive research and investment process, supported by continuous evaluation. Our process is to:

• Indentify investment opportunities
• Assess the risk and suitability
• Accept
• Provide ongoing monitoring

Due Diligence Services (specific to non-traditional investments within a Self Directed IRA)

• Investment Risk Review
• Investment Suitability Review
• Investment Structure and Operational Review
• Investment Exit Strategy Review