Robo investment advisor type products and a flat financial market have lead to some retirement investors looking to take more control over their retirement funds for one low flat fee
IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has seen a number of clients move from Robo-type investment advisors due to the lack of control and investment choices available. Robo-advisors, aka algorithmic advisors deploy sophisticated investment algorithms to help invest your money in the best risk-adjusted way possible. The investor would generally complete a profile about yourself and the algorithm will go to work to recommend and implement their recommendations. Fees are generally modest which is attractive to many retirement investors with modest account values.
“Robo advisors have become quite popular with retirement investors due to their investment algorithms and low fee model, however, we have seen a number of clients frustrated by their lack of control and limited investment options”, stated Adam Bergman, a partner with the IRA Financial Group.
According to Mr. Bergman, “we have heard from many clients that have stated that they thought they would like the Robo investment advisor approach, but after time they felt frustrated by the fact that they have handed off their retirement account investment decisions to someone else in which they have no control over. In addition, many clients felt insecure about Robo advisors taking limited trading control of their accounts to make the trades and balances on their behalf. This was especially true in early 2016 when the equity markets struggled.”
With IRA Financial Group’s self directed retirement plans, retirement account investors have the ability to make traditional as well as alternative asset investments, such as real estate in a tax-deferred or tax-free basis for one low fee. IRA Financial Group’s self-directed retirement solutions allows clients to take control of their retirement funds and invest in what they know and understand, including stocks, real estate, hard-money lending, precious metals, and much more.
“The IRA Financial Group has built our businesses on that untapped market, offering low-cost alternative asset self-directed IRA options to retirement account holders whose portfolios may not be big enough for traditional firms”, stated Mr. Bergman.
IRA Financial Trust Company was founded by Adam Bergman, a partner with the IRA Financial Group. The IRA Financial Group, the leading provider of self-directed IRA retirement solutions. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.
IRA Financial Group proudly announces the latest book titled “The Checkbook IRA” written by tax partner Adam Bergman, which is now available on Amazon. This is the second book in a four-part series on self-directed retirement plans. The first book “Going Solo” is also available on Amazon.
IRA Financial Group is the market’s leading provider of self-directed IRA LLC and Solo 401(k) plans. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.