Representing a $9 trillion market, should IRA investing become a part of a sponsor’s strategy?
As financial advisors increasingly look to diversify client retirement portfolios with investments in alternative assets, many investment sponsors are taking notice of this trend and beginning to actively pursue investing with an IRA. IRAs represent a $9 trillion market, and investing in asset categories like real estate, private equity and even crowdfunding campaigns is a tactic that some advisors use to help balance client portfolios in the event of a market downturn. Some custodians are making the IRA investing process more mainstream by offering online account-open tools and mobile-friendly account management platforms, giving investors easier access to alternative investment options. Should IRA investing become a part of a sponsor’s strategy?
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