More than $7 trillion dollars are held in individual retirement accounts1, with roughly two percent of that total held in self-directed accounts.2 This percentage is growing steadily as more investors become aware of the opportunity self-directed accounts offer. Self-directed retirement accounts give you the freedom to diversify your retirement portfolio with investments you know and understand. There are very few limitations in what a self-directed account may invest in. With that investment freedom comes the responsibility to be an informed investor. It takes proper due diligence and an understanding of the questions to ask and the attributes to look for to find the investment opportunities that will help your retirement portfolio grow. The report attached describes the investor’s role and takes an indepth look at the process of conducting due diligence for the most common self-directed investments. It is intended to be used as a resource for all investors seeking further education in their investment strategies.

Click here to view or download the report


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