Alternative Asset Investing with a Self-Directed IRA

A hedge fund is a type of private fund that pools investor assets to pursue a specific investment strategy (such as long-short equity, market neutral, or relative value). Typically, the objective of a hedge fund is to generate absolute returns i.e. limit market risk while seeking to generate positive returns in all market conditions.
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Millennium Trust does not recommend any particular investment or asset category. Investors are urged to speak with a tax or investment advisor before investing.

Investors may wish to provide capital to private businesses. The investor may become a company owner (equity investor) or a company creditor (debt investor), depending on how the agreement is structured. The funding provided may help start a new business, provide an existing firm with additional capital, finance the acquisition of a company, or something else entirely. In general, private equity/debt is less liquid than public equity/debt.

Private Equity
Investments are most often made by investing in a pooled investment vehicle that invests in private companies (Private Equity Funds) or through direct purchase of private company stock.

Private Debt
Investments are most often made indirectly by investing in a pooled investment vehicle (or fund) that invests in loans or other debt instruments, or directly by lending. Included in these types of investments are secured and unsecured Promissory Notes and Mortgage/Deeds of Trust.
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Millennium Trust does not recommend any particular investment or asset category. Investors are urged to speak with a tax or investment advisor before investing.

Real assets include land, buildings, precious metals and other tangible goods. Like many alternative investments, real assets tend to have a low correlation to traditional investments. Real assets tend to be less liquid than publicly traded investments.

Real Estate
There are many ways to own real estate. You can purchase a property directly, invest in an entity purchasing real estate, purchase a real estate investment trust (REIT), or mortgage.

• If buying property directly, please follow the instructions here or click on the "Learn about the process for investing" button below.
• If buying into an entity such as an LP or LLC purchasing real estate or REIT, please click here.
• If purchasing a mortgage, please click here.
• If interested in tax deferral on real estate owned outside of an IRA through 1031 Exchange, please visit our solution at Accruit.com

Learn about the process for investing View our Real Estate Infographic

Precious Metals
Most investors are familiar with precious metals, such as gold, silver, palladium, platinum, etc. However, many don’t realize that while you can gain exposure to precious metals through stocks, exchange-traded funds, mutual funds, futures and options markets, it is also possible to hold certain physical precious metals, like bullion bars, within an IRA. Please go to our Forms library to download the appropriate precious metals investment forms

Millennium Trust does not recommend any particular investment, asset category or dealer. Investors are urged to conduct their own due diligence and speak with a tax or investment advisor before investing IRA funds.

As a general rule soft commodities are grown (corn, soybeans, wheat) and hard commodities are mined or manufactured (aluminum, copper, natural gas). Investors typically invest in commodities via commodities futures contracts, which give them the right to buy or sell an amount of a commodity at a specific price on a specified future date. Some buy commodities futures to make the cost of doing business more predictable i.e. as a hedge (farmers, airlines); others seek to profit from their commodities trades.
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Millennium Trust is not a Futures Commission Merchant or an Introducing Brokerage Firm and does not hold futures positions or the associated funds to margin, guarantee, secure or settle such positions in any IRA. Millennium Trust does not take or place futures trade orders.

Through online credit marketplaces, individuals can lend money to a variety of borrowers for any number of reasons, including credit card refinancing, small business growth, education or real estate. In return, the borrower agrees to pay the loan back, with interest, over a specified period of time. Investors typically invest in multiple loans in order to diversify their loan portfolios and attempt to mitigate default risks.
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Millennium Trust does not recommend any particular investment or asset category. Investors are urged to speak with a tax or investment advisor before investing.

Traditional investments are typically publicly traded assets and include stocks, bonds, mutual funds, CDs and exchange-traded funds.
Learn about the process for investing

Millennium Trust does not recommend any particular investment or asset category. Investors are urged to speak with a tax or investment advisor before investing.