Strata Trust Company Review

Strata Trust Company Reviews

Strata Trust Company is a leading provider of trust services, providing experienced and knowledgeable guidance to clients in a broad range of complex trust and estate planning matters.

Strata Trust Company is a leading self-directed IRA custodian, providing high-quality custodial services to clients across the United States.

Strata Trust Company offers a variety of services, from trust administration and estate planning to business succession planning and alternative assets protection.

Strata Trust Company also provides fiduciary services in the retirement sector, such as the administration of retirement accounts and other investments account, as well as the management of trust brokerage accounts. It also allows couples to take advantage of the benefits of a trust account.

Having each spouse participates in a basic account, it can help couples attain greater financial security and stability. Strata Trust Company facilitates secure and efficient wire transfers for clients all over the world.

In addition to trust services, Strata Trust Company also offers private notes to its clients. These private notes are designed to give individuals, families, and organizations the ability to make secure investments that can potentially yield higher returns than traditional assets investments.

Strata Trust Company, with its Chief Operating Officer, provides services to a variety of entities, including limited liability corporations. This type of corporation provides advantages such as personal financial protection, no double taxation, and flexibility when it comes to ownership and management.

Strata Trust Company Investing Options 

Investing in the private stock market with different precious metals IRA can be overwhelming and intimidating, especially when it comes to choosing the right company annual fee structure to handle your investment platforms.

Strata Trust Company of Sterling Trust Company is a wholly owned subsidiary of Strata Financial Group, a leading financial services company. offer a range of services and investments that can help you make the most of your finances.

Traditional Investing

Strata Trust Company using strata trust company’s website offers a variety of traditional investing options for different precious metals IRA for clients looking to maximize their returns.

With a range of stocks, bonds, and mutual funds, they can diversify their retirement portfolio and spread risk while taking advantage of the potential for high returns.

Clients can choose to invest in individual stocks, bonds, or mutual funds, or they can rely on the expertise of Strata Trust Company’s experienced advisors to build a portfolio tailored to their objectives and risk tolerance.

With a mix of traditional asset classes and up-to-date market information, Strata Trust Company provides clients with the necessary tools to make informed decisions and ensure that their investments are working for them.

Cryptocurrency Investing

Cryptocurrency investing is a rapidly growing asset class that has the potential to provide investors with long-term returns and diversification benefits.

Strata Trust Company offers individual investors the ability to access the cryptocurrency market in a convenient and secure manner.

The company provides investors with a wide selection of coins and tokens to choose from and provides a variety of trading tools to help investors make informed decisions.

Furthermore, investors can rest assured that their funds are safe and secure as Strata Trust Company follows the highest standards of security, and all transactions are verified by the company’s experienced professionals.

Investing in cryptocurrencies can be a great way to diversify a portfolio.

Real Estate Investing

For those looking to diversify their portfolios, real estate has historically been a reliable asset class that can provide a steady stream of passive income.

With real estate investment trusts, investors have the potential to earn income that exceeds rental income, appreciation gains, and tax advantages.

Strata Trust Company, with a fee structure, provides the opportunity to invest in a variety of real estate investments, including residential and commercial properties, multi-family dwellings, and land parcels.

Private Equity Investing

Private equity investing involves investing in unlisted companies or businesses, either directly or through pooled investments.

This type of investment has the potential to generate higher returns than more traditional IRA public markets, as well as provide a greater degree of control over alternative investments.

Private equity can also provide investors with access to opportunities that may not be available through public markets.

Private equity investments typically require a greater degree of due diligence and a longer holding period than public investments, but the potential for higher returns makes this type of investment attractive to many investors.

The Perks of Utilizing a Strata Trust Company for Your Self-Directed IRA

When it comes to maintaining and managing your self-directed IRA services, utilizing a strata trust company can be an ideal choice.

A strata trust company is a specialized organization that offers a range of services to help secure and protect your self-directed IRA, and this includes:

Access To a Wide Range of Investment Options

This investment company is proud to have President Jeff Thompson. With a strata trust company, investors can access a wide range of investment options, including stocks, bonds, mutual funds, and exchange-traded funds.

These options offer investors the opportunity to diversify their portfolios and find the best investments for their financial goals.

Professional Advice and Support

With years of experience in the industry, Jeff Thompson and his team at Strata Trust, you can be sure that your SMSF is managed in the most efficient and effective way.

A Strata Trust Company is a nationally chartered FDIC-insured trust company that provides you with expert guidance and advice tailored to your individual financial situation.

They can help you to make informed decisions regarding your investments, assets, and liabilities.

Furthermore, they have the necessary experience and knowledge to ensure that your SMSF is managed in accordance with relevant laws and regulations.

Comprehensive Custodial Services

Strata Trust Company is a nationally chartered FDIC-insured trust company that offers comprehensive custodial services for clients seeking a reliable and secure way to store their assets.

This service is an experienced broker-dealer and provides a secure and convenient way to store your investments and other important items. Strata Trust Company’s previous custodian services are designed to provide clients with unparalleled security and peace of mind in their investments.

With these services, clients can store their investments in an insured and protected environment, eliminating the risk of unauthorized access or potential losses.

Strata Trust Company also offers custodial services for a variety of asset classes, including stocks, bonds, mutual funds, and other securities.

These custodial services encompass a range of features, including asset management, strata account maintenance, and asset reporting.

Streamlined Compliance with IRS Regulations

These services provide comprehensive compliance and tax filing services to businesses and individuals.

The services include filing tax returns, preparation of financial statements, record keeping, and review of documents.

Additionally, they provide services such as document verification, data analysis, and guidance with tax planning.

The services are designed to reduce the amount of time and effort required to file taxes, as well as provide assistance with understanding the complex regulations set out by the IRS.

Convenient, Secure Online Access to Accounts

With this service, customers have the ability to view account information, partially transfer funds, view transaction histories, and even set up automatic payments.

All of these options are designed to streamline the process of managing finances and provide customers with a secure and reliable way to access their accounts.

With the help of Comprehensive Custodial Services, customers can rest assured that their personal information is kept safe and secure, as all of their data is encrypted and protected with top-tier security measures.

Services offered by the Strata Trust Company business bureau

The Strata Trust Company Better Business Bureau offers a wide range of services to its clients. They are dedicated to helping businesses of all sizes succeed by providing them with the necessary resources and expertise. The company offers a range of trust services to meet the needs of its clients and provides an online form to make it easy to get started.

From small, family-owned businesses to large corporate entities, the Strata Trust Company business bureau has the knowledge and experience to help businesses reach their goals.

The team at Strata Trust Company business bureau is comprised of experienced professionals in the field of business banking, financial planning, and management.

They are committed to providing their clients with the best advice, support, and services when it comes to managing their finances.

They offer a variety of services, such as business consultation and financial planning, loans and financing, risk management, and more.

Requirements to Open a Roth IRA with Strata Trust Company

When it comes to investing in a retirement plan, including the SEP IRA, a Roth IRA is one of the most attractive options available.

Often touted as the “ultimate retirement account,” a Roth IRA using an IRA account
provides considerable tax advantages to those who qualify, including the opportunity to potentially trade tax-free withdrawals in a retirement plan.

With such advantages, opening up a basic Roth IRA with Strata Trust Company can be an important step in securing your financial future.

But before you can open a Roth IRA with Strata Trust Company, there are certain IRS guidelines and requirements you must meet.

Must be 18 Years or Older

When it comes to your financial future, making a wise investment is key.

As such, it is essential that you meet the age requirement of 18 or older when opening a Roth IRA with Strata Trust Company.

This is because making investments at a young age can be incredibly beneficial in the long run. With a Roth IRA, you can make your money work for you by earning and accumulating interest over time.

This means that when you’re ready to retire and access these funds, you’ll have access to a much larger sum than you originally invested.

US Residents

One of the most important requirements is that you must be a US resident; this is a crucial factor in ensuring that all Roth IRA accounts are compliant with US regulations.

The US government offers a number of unique tax benefits to those who open and contribute to a Roth IRA.

These benefits include tax-free growth on your investments and the ability to withdraw your funds without paying any additional taxes.

US residency is essential in order to take advantage of these benefits.

Valid Social Security Number

This number is the key to unlocking the door to a secure financial future.

It serves as a unique identifier that allows Strata to ensure that you are who you say you are. This measure helps protect your account from potential fraud.

In addition to providing verification of your identity, the Social Security Number is also used to track your taxes and eligibility for other financial benefits.

Proof of Income

Before you can open a Roth IRA with Strata Trust Company, you must have proof of income. This requirement is incredibly important, as it helps assure that you are eligible to open a Roth IRA and that you understand the financial commitments associated with investing.

Proof of income is also essential to opening a Roth IRA with Strata Trust Company as it helps to determine the amount of your contributions and the rate of return on your investment.

Bank Account to Fund the Roth IRA

Having a bank account is an essential part of qualifying for a Roth IRA with Strata Trust Company.

Not only does having an account give you the ability to easily deposit and manage the funds necessary to open and maintain a Roth IRA, but it also allows you to work with Strata Trust Company to ensure that everything is handled properly and securely.

With a bank account, you will have access to secure online banking tools and the ability to directly transfer funds between your horizon bank and Strata Trust Company.

Customer Reviews 

This management team is the trusted name in financial services and investments held, and strata trust company reviews or client experience back it up!

For years, customers have raved about their excellent customer service, unbeatable rates, and helpful staff.

From the moment you walk into their office, you can tell that Strata Trust Company takes pride in helping their customers get the most out of their financial services.

Whether you’re looking for long-term savings strategies or short-term investments, Strata Trust Company has the knowledge and expertise to guide you through any financial decision. Their team of financial professionals is always quick to reply to any questions, and they take the time to explain the intricacies of each financial product in detail.


Trust Company Strata, with a client services team, is a unique and reliable option for those who are looking for a simple and secure way to manage their investments.

With its experienced team of professionals and advanced technology, Strata Trust Company is well-equipped to provide customers with the best possible service and security.

Whether you are looking to diversify your portfolio or to invest in something new, Strata Trust Company, with its chief financial officer, is the ideal choice.

Other IRA Companies To Check Out

Looking for other IRA company info before investing? I’ve listed a few important reviews of companies similar to Strata that you need to check out before making a decision. 

Goldco Reviews

Schwab Precious Metals IRA Review

Midland IRA Review

Birch Gold Group Reviews