Self-Directed IRA DUE DILIGENCE:
This report describes the investor’s role and takes an in-depth look at the process of conducting due diligence for the most popular self-directed investments. It is intended to be used as a resource for all investors seeking further education in their investment strategies.
“We believe that due diligence is key to successful investing. Therefore, we focus on providing resources, such as this Report, to help educate investors in their responsibilities for self-direction.”
- Hugh Bromma
Founder & Chief Executive Officer, The Entrust Group
“Self-directed IRAs provide tremendous opportunities in growing an individual’s nest egg. The role of the record keeper, however, has limited responsibilities when it comes to investments. IRA holders should do their own research before investing.”
- John Paul Ruiz
Director of Professional Development, The Entrust Group