Carmen Matzke, VPDistinguished by its specialization in the alternative investment landscape, it understands the intricacies and complexities in navigating diverse financial portfolios. Its commitment extends beyond traditional investment avenues, empowering clients to leverage one IRA custodian for a spectrum of investments, ranging from entry-level options like bank CDs to the more nuanced and rewarding world of niche assets.
At Mainstar Trust, the clients are empowered with the knowledge and insights necessary to make informed decisions through comprehensive education. Whether they are delving into real estate ventures, limited liability companies, or exploring the possibilities within the alternative investment space, the Mainstar Trust team guides them every step of the way.
As a custodian, the firm functions differently than a typical investment advice or due diligence service provider. The investors are responsible for independent decisions based on their tax and legal considerations. Mainstar Trust’s role is in guiding clients through the account opening and investment purchasing processes as well as handling record-keeping and reporting. While it does not offer advice on specific investments, it excels in facilitating the logistical aspects of purchasing and holding investments within the IRAs.
Helping Clients Decipher the Opportunities of Self-Directed IRAs
Navigating the complexities of self-directed IRAs presents a unique challenge for investors. Unlike traditional bank investments, the intricacies of alternative investments require a deeper understanding. Many local banks may offer simple options like bank CDs, but often lack the expertise to guide clients through the diverse opportunities within self-directed IRAs.
Mainstar Trust understands that clients often seek direct involvement in real estate or private ventures, not typically supported by broker-dealer relationships. It bridges this gap by providing invaluable knowledge to help investors reach their aspirations while adhering to compliance requirements. Whether navigating real estate or private investments, it helps them make informed decisions in their self-directed IRA journey.
“We function as a guide that investors can rely on in their selfdirected IRA journey. With education, we try to make the complex world of alternative investments more accessible and manageable for clients,” says Carmen Matzke, VP of Mainstar Trust.
Illuminating the Path to Investment Success
Mainstar Trust actively engages with investors who may have a general idea of their goals but seek guidance on the diverse investment models available. Whether an investor envisions purchasing a rental house or exploring other investment avenues, it provides insights into various options within its capabilities.
Mainstar Trust's commitment to education is evident through the tools available on its website, offering resources to understand the intricacies of different asset types and the possibilities within IRAs. By fostering an informed decision-making process, it empowers investors to craft plans tailored to their objectives, ensuring a seamless and successful purchase process.
Guiding Investors through the Self-Directed IRA Journey
When new account holders plan to bring their accounts to Mainstar Trust, it encourages them to contact it initially and inform the team of their intended investments. These investments undergo a review process to ensure the asset sponsor meets the custodial requirements, such as valuation and contact information. Once an asset is approved, the team guides investors through a straightforward account opening process, assisting with fund transfers or contributions.
We function as a guide that investors can rely on in their self-directed IRA journey. With education, we try to make the complex world of alternative investments more accessible and manageable for clients
For clients with IRAs elsewhere, it helps transfer funds to Mainstar Trust, including asset liquidation. Once funds are available in the IRA, clients can direct the firm to the desired investment. It takes pride in its streamlined purchase process, ensuring efficiency, especially when clients face tight deadlines. Any required paperwork, such as subscription agreements, is submitted to Mainstar Trust along with the necessary forms to authorize the transaction.
Exploring Investment Opportunities, Boosting Financial Goals
With a wealth of experience since 1978, Mainstar Trust excels in navigating the complexities of IRAs. Its knowledgeable staff answers investor questions promptly and efficiently. The firm stands out with a competitive fee structure, avoiding market value fees to ensure fairness as accounts grow. It offers a flat annual fee for accounts or assets, with transaction-based fees afterward.
A key advantage is its ability to hold multiple investments within a single account. Investors can consolidate various accounts, seamlessly managing traditional and alternative investments. Mainstar Trust provides online access for convenience, emphasizing a direct and personalized approach to customer service—no recordings, just immediate assistance from associates.
Currently overseeing 27,000 accounts totaling over $10 billion in market value custody, Mainstar Trust is committed to delivering excellence. It takes pride in its focused expertise and dedication to providing a superior customer experience.
It delivers flexible investment opportunities and greater control over investors' financial futures, with a focus on scripting more success stories
