We demystify and streamline the process for creating and managing a self-directed IRA account so you can make alernative investments with ease.
Instead of managing multiple closings in multiple locations with multiple custodians, recipients of investment funds can coordinate everything using one hub, the ALTO platform, with a single custodian. This consolidation delivers unprecedented ease and organize to what has traditionally been a messy effort to manage.
For the many professional services providers who support alternative investing - wealth managers, registered investment advisors, lawyers, and accounts, to name a few - ALTO serves as a dashboard for managing many clients, accounts, and investments in one dedicated hub. We turn a once disorganized, paper-intensive exercise into an afterthought, freeing up advisors to focus more on serving their clients.
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