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Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

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Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Richey May Advisory

Richey May Advisory provides the full spectrum of transformative solutions for your business. From Technology and Risk Management to Specialty Audit Services and more, Richey May Advisory has the solutions you need to find and focus on your competitive advantage.

Learn More

Contact Us

Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232

Question or comments?  Click here to fill out our inquiry form.

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Richey May Headquarters
9780 S Meridian Blvd., Suite 500
Englewood, CO 80112
Directions
303-721-6232
Alternative Investment

Considerations for IRA Investment into Fund Structures

Articles by: Richey May, Nov 15, 2016

Updated October 2019

Alternative investments have grown in popularity and so alternative investment custodians (also known as Self-Directed IRA companies) have developed, creating an alternative for investors to easily tap into retirement funds to invest in alternative investment fund products.

Richey May has partnered with the experts at Midland IRA to put together the following white paper on the items you should consider for IRA Investment into fund structures:

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If you have any questions about the information contained in this white paper or the alternative investment services Richey May provides to the industry, please reach out to your Richey May tax professional or contact Stephen Vlasak.



November 2016

Retirement savings accounts currently hold over $27 trillion in assets, but with the majority of these assets held in traditional brokerage house accounts, alternative asset managers have not typically had access to these funds. And while standard IRAs are limited to the selection of publicly traded assets offered by retail brokerage houses, Self-Directed IRAs offer account owners the opportunity to invest in a wide variety of assets – including alternative investments. The following whitepaper, written together with Madison Trust Company, outlines the opportunities available within Self-Directed IRAs for alternative asset managers looking to increase AUM, along with guidance and legal issues:

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