Madison Trust will mail high-end brochures to your investors replete with information about investing IRAs into alternatives like your fund. The full-color, glossy brochures provides a foundation to laypeople interested in diversifying their retirement portfolio into hedge funds, private equity funds, or any private placement.
Madison Trust will deliver a content-filled webinar to your investor base, expanding their IRA investment options to include alternatives. Your investors will learn that they are not limited to investing personal money into your fund. Rather, they can establish a Self Directed IRA and invest IRA money into your fund as well.
Madison Trust will visit your location to train your employees about onboarding retirement funds. We will train your Investor Relations personnel about the ins and outs of Self Directed IRAs. Your employees will gain confidence in their ability to raise capital from the IRAs of prospective and existing investors.
Madison Trust will prepare a customized email blast for your audience, educating them about the Self Directed IRA option. Your investors will be given the freedom and flexibility that comes along with diversifying their IRAs into various asset classes.
Madison Trust specialists will attend your company events or meetings to lecture about Self Directed IRAs. Your investors will be happy to learn that your fund does not discriminate between accepting personal funds and IRA funds.
Your investor completes an online Account Application
Your investor moves their money from an existing IRA/401k into their new Self Directed IRA at Madison Trust
Madison sends a check or wire to your fund