About SDIRAs

Self-directed IRAs (SDIRAs) allow advisers to put client retirement savings toward alternative assets like cryptocurrency, precious metals, private credit, real estate.

We can self-direct a variety of retirement account types, including:

• Traditional IRAs
• Roth IRAs
• SEP IRAs
• SIMPLE IRAs
• 401(k)s
• HSAs

RIAs can tap into a growing market of investors seeking greater control and customization in their retirement strategies, making it an attractive option for clients looking to diversify their portfolios beyond traditional markets.

Diversified Retirement 

Offering SDIRAs helps RIAs serve clients who are seeking broader investment opportunities for their retirement plans beyond traditional stocks, bonds, and mutual funds. Supported assets include:

• • Real estate,
  • precious metals,
  • digital assets,
  • private credit, and
  • private equity

By providing access to these alternative investments, RIAs empower clients to align their portfolios with personal interests and financial goals, offering a more tailored approach to retirement planning. 

The Growing Demand for Alternatives

As of mid-2024, U.S. Individual Retirement Accounts held approximately $14.5 trillion, reflecting a steady increase from $13.6 trillion in 2023. Retail investor interest in alternatives has increased in parallel, offering RIAs a prime opportunity to serve the growing retirement planning industry with highly sought-after, non-correlated assets. Advisors who can offer SDIRA services might tap into more niche HNW clientele, attract more clients, and increase AUM.

Partnering with a Custodian

SDIRAs (and alts in general) are less standardized, so they typically require a qualified custodian to help with administration and compliance. RIA firms will work with a custodian to:

• • Streamline account data
  • Ensure compliance with IRS regulations, and
  • Hold assets on behalf of the account holder
    

           Choosing the right custodian is crucial in being able to effectively offer SDIRAs to clients without hassle.

Bridging the Gaps Between Alts and Advisors

As you strive to improve your offerings to existing clients while attracting new business, you will want to have the right technical infrastructure in place to make it happen. That's where Atlas comes in.

We are an all-in-one solution for RIAs to access and manage alternative investments. Whether you are seeking deal flow, self-directed account custody, TAMP integrations, or all the above, we have you covered.