American Estate & Trust proactively supports the movement of retirement account and non-qualified money into a wide range of private placement, real estate, oil-gas-energy and thinly traded or limited offering investments, both public and private. The specialized custodial and trustee services of American Estate & Trust (AE-Trust) provide a great vehicle to get IRA and 401(k) money invested in these types of programs. We can also be a direct source of investment capital in your program (see below).
Our services deliver a valuable prospecting tool and will create investor prospects who would not otherwise exist. In most cases this costs nothing for the investment program, the investors cover our costs by paying our low account fees. And tens of thousands of IRA and 401(k) owners, plus other investors, are anxious to invest some of their money in something other than the traditional investment markets.
Specifically, AE-Trust assists private and limited offerings to IRA, 401(k) and other investors with:
- Multiple Investor Fund Accumulation: We hold multiple investor funds in an interest bearing escrow account until the threshold funding level is achieved, can be any combination of IRA, 401(k) and non-qualified money.
- Multiple Small Investors Combined Into One: We place multiple small investors into one pool, creating a single, high net worth, qualified investor for the offering, can be any combination of IRA, 401(k) and non-qualified money.
- Be A Direct Source Of Investment Capital: As an institutional investor, our organization looks for quality, high yielding investments to put some of our own investment pool in, and we look for those types of investments to refer to the many new investor prospects which come into our organization daily.
- Reporting And Custom Service: We provide up to date reporting on your group of investors, via a power-of-attorney arrangement which we help create between you and the client, and give you customized service as needed.
- List And/Or Refer Your Investment Program To Your Clients and Prospects: As a trustee or custodian we can legally provide significant info about your program to your prospects and ours without violation of securities laws.
- Provide Marketing Assistance: We can assist you with investor mail lists, and can provide your offering info to our own clients and prospects.
AE-Trust has legal, tax and retirement account experts on staff to assist you with any technical, tax and legal questions, as well as questions about the mechanics of bringing in the investors to our services.
For More Info, Contact: Scott Janko -- Direct Phone (801) 716-5625 -- info@TrusteeAmerica.com
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