Beyond Traditional Markets - Self Directed Retirement Accounts
Beyond Traditional Markets. Capital Market Solutions, LLC (“CMS”) is at the forefront of the Financial Services Industry. CMS’s innovative concepts are bridging the gap between traditional and non-traditional investments with use of the Self Directed Retirement Account (“SDRA”).
Portland, ME, October 12, 2007 --(PR.com)-- Investing in non-traditional assets with a SDRA is one of the fastest growing trends in this country. The professionals at CMS showcased its Financial Platform at the PENSCO Symposium in Boston MA. CMS is at work to educate and advise investors about all the investment possibilities that exist today for their retirement accounts, traditional and non-traditional.
Make room stocks and bonds - Alternative investments are becoming an increasing popular choice for those seeking to invest their retirement plan assets. A growing number of investors are learning they can invest in non traditional assets, such as Real Estate, Business Start ups, Tax liens, LLCs, Private Stock Offerings to name a few, using a Self Directed Retirement Account ("SDRA").* This emerging IRA market is growing at a rapid pace every year and there is an explosion in the demand for alterative investments. These days’ investors prefer to have a greater choice in where they invest beyond traditional stocks and bonds.
Unlike some traditional Investment Advisory Firms, CMS has an extensive understanding of the legal and financial considerations involved in a SDRA. Professionals at CMS, through USWA, educate and advise clients on traditional investments. But they take it one step further by also educating and advising clients on non-traditional investments, something most banks, brokerage firms and other IRA sponsors won’t permit you to do. CMS is an all-inclusive firm, a “one stop shop” if you will. CMS works with clients to educate, legally structure the proper plans to meet compliance with the IRS, and advise on the unique objectives and risk tolerances in regard to not only traditional investments, but also non-traditional investments.**
CMS’s president, Laurie Bachelder, states, “We see a real need to help clients make better use of their retirement dollars. It is our goal to bridge the gap in the financial world between traditional and non traditional asset investing and help investors invest in what they know and what is best for their retirement future, period”.
Bachelder is committed to the integrity and ethical standards in the Financial Services Industry with regard to both traditional and non-traditional investing. Bachelder is a founding member and the Executive Director of The Council of Retirement Plan Professionals (“CRP2”), a Non Profit Organization, whose mission is to educate and set industry standards in the Self Directed Retirement Industry.
For more information, visit www.capitalmarketsolutionsllc.com.
*Some restrictions apply. It is important to consult with a professional regarding IRC Pub 590 regarding regulations before investing.
** Securities through U.S. Wealth Advisors, LLC. (USWA), a registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment
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Make room stocks and bonds - Alternative investments are becoming an increasing popular choice for those seeking to invest their retirement plan assets. A growing number of investors are learning they can invest in non traditional assets, such as Real Estate, Business Start ups, Tax liens, LLCs, Private Stock Offerings to name a few, using a Self Directed Retirement Account ("SDRA").* This emerging IRA market is growing at a rapid pace every year and there is an explosion in the demand for alterative investments. These days’ investors prefer to have a greater choice in where they invest beyond traditional stocks and bonds.
Unlike some traditional Investment Advisory Firms, CMS has an extensive understanding of the legal and financial considerations involved in a SDRA. Professionals at CMS, through USWA, educate and advise clients on traditional investments. But they take it one step further by also educating and advising clients on non-traditional investments, something most banks, brokerage firms and other IRA sponsors won’t permit you to do. CMS is an all-inclusive firm, a “one stop shop” if you will. CMS works with clients to educate, legally structure the proper plans to meet compliance with the IRS, and advise on the unique objectives and risk tolerances in regard to not only traditional investments, but also non-traditional investments.**
CMS’s president, Laurie Bachelder, states, “We see a real need to help clients make better use of their retirement dollars. It is our goal to bridge the gap in the financial world between traditional and non traditional asset investing and help investors invest in what they know and what is best for their retirement future, period”.
Bachelder is committed to the integrity and ethical standards in the Financial Services Industry with regard to both traditional and non-traditional investing. Bachelder is a founding member and the Executive Director of The Council of Retirement Plan Professionals (“CRP2”), a Non Profit Organization, whose mission is to educate and set industry standards in the Self Directed Retirement Industry.
For more information, visit www.capitalmarketsolutionsllc.com.
*Some restrictions apply. It is important to consult with a professional regarding IRC Pub 590 regarding regulations before investing.
** Securities through U.S. Wealth Advisors, LLC. (USWA), a registered broker-dealer and member FINRA/SIPC. Investment advisory services offered through U.S. Financial Advisors, LLC (USFA) an SEC-registered investment
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Contact
Capital Market Solutions, LLC
Laurie Bachelder
207-879-1127
www.capitalmarketsolutionsllc.com
Laurie Bachelder
207-879-1127
www.capitalmarketsolutionsllc.com
Contact
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