Investment due diligence resources and financial models
Custodian due diligence assistance, including independent reviews of client experiences
Unlimited assistance with completing custodial forms and investment documents
Availability as your advocate in the event of a complaint or dispute with a custodian
Assistance with UBIT issues that may result from a self-directed IRA investment, including estimates of the potential impact prior to making the investment
Ability to schedule unlimited 1:1 phone or email sessions
Email notifications of new members-only content, opportunities, and resources