Last Updated on February 15, 2024 by Ben

Strata Trust Company Review

Strata Trust Company is an investment management firm that offers services to high-net-worth individuals, charitable foundations, family offices, and endowments. Strata’s goal is to provide its clients with a comprehensive suite of investment strategies that are customized to meet their needs. Strata utilize the latest technologies in order to create innovative solutions for complex problems. When you want more than just average returns, Strata Trust Company Review is the company you should call.

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What is Strata Trust? Everything You Should Know

What is Strata Trust?

STRATA Trust Company is a company that helps people save for retirement. They have many different investments to choose from, like private equity, real estate, hedge funds, private debt, futures, and more. They are one of the best companies for this.

STRATA Trust has helped a lot of people. We are a regulated IRA custodian, and we have built our reputation by providing easy-to-understand services for investors and institutions.

Self-direct IRA Services is a company that offers the service of managing your account. They were founded in 2008 by a company called Horizon Bank, which was founded in 1905. Self-direct IRA Services is based in Austin, Texas.

Who Are the Founders of Strata Trust Company?

A company needs a president. Kelli Click has been the president since 2009. She was a vice president of the transaction at a large trust before she became the president here. She has a background in real estate. She is good at helping with self-directed real estate IRAs.

The Chief Operating Officer is Jeff Thompson, a man with 29 years of experience. Investors with large amounts of money can have their investment under his care.

Michelle Maruri is the Chief Financial Officer. She has over three decades of coming across self-directed IRAs. Michelle has led information technology and accounting teams.

There are three more executives and five managers. They make up the upper management. More than 50 people work in total.

Assets Under Custody

Today, a company that helps people invest their retirement money in other things announced that they have more than $2 billion in investments.STRATA is a company that provides a way for people to invest in different things. The things they provide are private equity, private debt, real estate, crowdfunding, and more. They have been doing this since 2008 to make sure people have investments in their retirement portfolios.

How Does Strata Trust Company Work?

Strata Trust is a company that helps people put their money into IRAs. They have over $1,5 billion in assets, and they do things like traditional and alternative investments.

It is important to mention that this custodian is partnered with some of the top gold and silver bullion dealers.

The Products and Services

Gold and Precious Metals Gold ira

Precious metals like gold, silver, platinum, and palladium can be a foremost part of a well-diversified retirement portfolio. They can allow you to invest in something tangible that is different from financial investments. They may also help you get through tough financial times. You can make money with your IRA. You can buy and sell metals that do not have a tax on them. This is called a self-directed IRA account, and it has benefits. You can take the metals out of the account, too!

Real Estate

A Real Estate IRA is good for retirement. It allows you the possibility to use your knowledge and experience to build wealth in a way that doesn’t cost money. An investor can own physical property through their self-directed IRA. They can invest in raw land, single-family homes, multifamily structures, or even commercial property!


Crowdfunding is a way that entrepreneurs can ask people for money. They do this by making an account on a platform like Kickstarter or GoFundMe. Strata Trust Company recognizes that clients have a lot of money to invest. They became the first company to give people with self-directed IRAs services in the crowdfunding space. Strata Trust Company works with crowdfunding investment portals and marketplace lending platforms all over the country.

Private Equity

Private equity is a way to invest. You can vary your retirement portfolio by buying different things from companies that are just starting to ones that are raising money for expansion, as well as real estate projects and investment partnerships. And it’s all on a tax-advantaged basis. With a self-directed IRA, you can invest like.

Private Debt

Private debt can be a good way to make money. Private debt is when people borrow money, and the person who lent the money gets to charge interest. It is like if you take money from your friend and they get paid for lending it to you. When you buy the debt, people will still owe you money because they couldn’t pay for it. On top of that, they will still have to pay you interest. And then the credit card company doesn’t have to pay any taxes on this profit from your interest.

Structured Settlements

A structured settlement is when you get paid out in regular installments instead of all at once. Every day, courts and insurance companies give out judgments and settlements that you can invest in if you are a good investor.

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What investments can be held in the self-directed IRA?

You should talk to your financial advisor about the investment options that are available for you. You should ask what is best for you. Don’t miss out on the potential of higher returns by not knowing about all your options. Your self-directed IRA custodian should be able to invest in different things like stocks, bonds, and gold.

  • A variety of directly owned real estate assets
  • REITs
  • Debt Investments and Private equity assets
  • Promissory notes
  • Debt crowdfunding
  • Closely-held stocks
  • Precious metal assets.
  • Brokerage accounts for ETFs and Mutual funds

Strata Trust Company Customer Satisfaction

Strata Trust Company doesn’t have a Google business page that collects reviews from customers. But they do mention some of their best testimonials on their website.

Reviews from third parties are more important than reviews from the company itself. Still, Strata Trust Company has a good score on third-party gives Strata Trust Company a 3.75 out of five. That number is not the best, but it is good because 700 people gave Strata Trust Company ratings of how they did business with them. Most of these people had a good experience with Strata Trust Company, so that’s good news!

Then there is the Better Business Bureau profile. Strata Trust Company has only had to deal with five complaints in 12 years, and the BBB gave it an A+ rating which is great!

They would recommend the Strata Trust Company because they take care of their customers.

Pros and Cons of STRATA Trust Company


  • Trustworthy
  • This is a branch of Horizon Bank.
  • Well-defined SDIRAs
  • There are many investment options.


    • It has negative reviews on customer-trust sites.
    • Many people complain.
    • Customer service is poor.


    Augusta Precious Metals

    Star Rating

    If you’re looking for a gold IRA option that’s trustworthy, secure, and reputable, Augusta Precious Metals is the place to go. This family-owned precious metals vendor and gold IRA provider have over 50 years of experience. A gold or silver IRA is a reliable partner in the accumulation of wealth while also assuring financial stability in retirement because it offers the service. They assist people in establishing a self-directed precious metals IRA and buying gold and silver outside of a retirement arrangement.

    Augusta Precious Metals is a gold IRA industry leader with over 50 years of experience assisting consumers in balancing their retirement accounts. Augusta offers superior client service and consumer education to customers who want to diversify their portfolios. From the time they unlocked a gold IRA through paying retirements, Augusta Precious Metals representatives provided outstanding customer service.


    • Customer support is provided for life.
    • It’s simple to setup
    • Lower costs, streamlined approach


    • You’ll need at least $50,000 in savings to qualify.

    American Hartford Gold

    4.8 star

    Star Rating

    A wonderful technique to diversify retirement assets in a tax-deferred account is through Gold IRAs. Throughout the process of purchasing and trading precious metals, American Hartford Gold’s experts can be relied on. The American Hartford Gold IRA is a precious metal IRA service with exceptional customer care, industry experts, comprehensive historical investment data, and up-to-date market research. They employ a three-step method to create and maintain a Gold IRA to make things easier for you.

    A solid retirement plan is essential for a good financial future. American Hartford Gold strives to help investors attain financial well-being by diversifying assets with gold IRAs or precious metals purchases. With highly certified experts and excellent client care, the firm is well-positioned to educate clients about the advantages of precious metals investment.


    • Up to $2,500 in free silver.
    • Expert Account Executives are on hand to assist you.
    • Price match guarantee
    • Up to 3 years of free storage


    • It doesn’t ship outside of the United States.
    • No yearly pricing is listed on their website.


    4.8 star

    Star Rating

    for their money, and those who want the security of owning something tangible may benefit from precious metals IRAs.

    Goldco does not provide custodian services or storage. If clients are unable to find suppliers on their own, Goldco may assist them in doing so through its suggested vendors. Goldco is well-known for its national profile and rapid development. In 2015, 2016, and 2017, Goldco was listed among the 5,000 list of America’s fastest-growing private companies, which ranks them among the country’s 5000 Fastest-Growing Private Companies.


    • Low fees
    • Non-IRA precious metals may be stored for free.
    • A+ rating by the BBB
    • Exceptional client service


    • You can’t create an account online
    • IRA minimum deposits start at $25,000

    Birch Gold

    Birch Gold

    4.5 star

    Star Rating

    Birch Gold is a precious metals firm with over 20 years of expertise handling precious metals and gold IRAs for IRA investors. Actual gold, silver, platinum, and palladium are available for IRA assets or personal ownership through the company.

    Birch Gold IRA’s in-house IRA Department is dedicated to making it simple for clients to establish Precious Metals IRAs or move existing retirement accounts. With a strong emphasis on client education, Birch Gold carefully considers each investor’s goals while educating them on the advantages and drawbacks of precious metals investing in order to guarantee that each customer understands the benefits and drawbacks of gold investment.


    • Allows investors to access precious metals.
    • Hard asset IRA availability.
    • The firm’s long history gives it credibility.


    • Gold and other precious metals have distinct risks.

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    Strata Trust Company has been around for 10 years and they’ve managed to provide low rates that are still competitive with other firms. The management team is very experienced, members of the board have decades worth of experience, and you can always find a way to contact them through their robust resource center.

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