Matt Kiggins, Senior Sales Executive for Millennium Trust Company and Bob Rice of Tangent Capital discuss how to invest in alternative investments inside IRAs and retirement accounts.
Millennium Trust Company provides custody services for a wide variety of alternative investments in retirement accounts, including hedge funds, private equity, private debt, real assets, commodities, and marketplace loans.
WEBCAST – Private Investments Inside IRAs: Why and How
Offering differentiated alternatives to clients has become a key competitive edge for financial advisors. While various alternative “platforms” offer relative ease of access, they don’t always provide enough choice. Additionally, custodians can be restrictive when it comes to retirement accounts as well as manager access.
Join us for this dynamic presentation that will provide actionable insights for advisors including:
- Alternative trends for the wealth channel.
- Investing in alternatives through retirement accounts.
- Fiduciary responsibility as it relates to diversification, selection and due diligence.
- How to differentiate your practice with alternatives.
- How private fund managers comply with the SEC custody rule without an annual audit.
Accepted for 1 CFP® / IWI / CFA CE Credit