John Ross, Thank you for inviting me to a stimulating and informative client mixer. This was a great opportunity for me to mingle with your investors and share my niche in the real estate market place. The knowledge I acquired from your event will help me generate more business with my own investor clients. I am looking forward to a long term business relationship.

John Ross
RE/MAX Premiere Selections

Steve Witt, I wish to thank your team for taking care of business for me!  I never imagined being able to be part of such an amazing investment using my IRA funds.  From this day forward, my life will never be the same. I feel like a “real” investor for the first time in my life.

Brian Bogel, A friend of mine presented me with alternative ways to grow my retirement more aggressively. I knew I needed a partner to assist me, not only with setting up an LLC but with the continuing administrative functions of an IRA. I did some homework and researched several companies. I started to sense major differences in the self-directed field when I met with a Security Trust representative. After the initial meeting, I felt a general interest in my success as a client that I had not felt with other companies. I realized that I had a reliable partner in the investment world I was about to take on. Little did I know, my decision to partner with Security Trust would be rewarded upon my first investment opportunity!
I had heard that some opportunities could be extremely time sensitive, but I didn’t realize that my first opportunity was going to be the one! Setting up an LLC and funding it with IRA transfers and 401K roll overs can take weeks. Due to a critical deadline, my first opportunity demanded that this process moved flawlessly and no time was wasted. Security Trust’s Client Operations Staff kept me updated through every step. I’m happy to say, as a direct result of their efforts, my first investment was a success. Their attention to every detail and sense of urgency for the situation further validates the reason I will recommend them to anyone.

Brian Bogel

Kristin Stone, Thanks for all your time and expertise in helping me establish my self-directed IRA at Security Trust. As a Realtor and former CPA, I understand and appreciate the power in controlling my own retirement destiny through a self-directed IRA. I'm motivated to maximize the growth of my account so I can live the retirement of my dreams:-)  I'm anticipating a 15-25% (30-50% annualized) return on my first project.

Denny Mager, I first learned of Self-Directed IRAs from various Real Estate workshops my wife and I attended in late 2005. The basic concept of the Self-Directed IRA was appealing: use your IRA to invest in real estate and non traditional assets. I thought I was in good shape since I already had a Self-Directed IRA at one of the largest Mutual Fund organizations in the world. However, I learned the definition of Self-Direction with the Mutual Fund organization is Mutual Funds and stocks. I then searched the Internet for Self-Directed IRAs.
After several emails and conversations with various Self-Directed IRA providers my wife and I were invited to a Security Trust Company ‘Open House’ the spring of 2006. We listened to the Security Trust Company (STC) presentations and had personal conversations with various STC team members. We were impressed with the STC team and STC provided a chance to work with a local Maryland company to manage my Self-Directed IRA.
The investments we have made though STC are mostly concentrated in real estate such as Affordable Housing in Houston, Texas and Hard Money Loans for properties in Utah, Maryland, and DC. The STC process has ensured my investments are within the Internal Revenue Service (IRS) guidelines. This includes ensuring proper documentation as required by the IRS.
We have found the STC team to be helpful and supportive. Our portfolio now has a diverse mix of Stocks, Mutual Funds, and Real Estate investments thanks to the STC Self-Directed IRA.

Denny Mager
 

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