Can I invest in publicly offered investments?

Yes. STRATA can process certain publicly offered investments, including public, non-traded REITs or BDCs, public limited partnerships (LPs), and public limited liability companies (LLCs).

You may also hold stocks, bonds, mutual funds, or ETFs in your STRATA IRA. However, these investments must be purchased through a brokerage account established in the name of your IRA. STRATA does not directly hold or trade marketable securities. You may choose any brokerage firm that allows a third-party custodian (like STRATA) to hold title to the account. Not all firms support this structure, so it’s important to confirm with your broker before proceeding.

Please refer to STRATA's Investment Onboarding page or to learn more, or if you are ready to provide direction instructions, you may refer to our Direct An Investment page.