Self-Directed IRA Investing

Accredited investors with funds in an investment account can invest those funds into the Recession Resistant Fund.

The process entails:

  1. Set up an account with a self-directed IRA custodian. Aerial Investment Management has a relationship with:

    Rocket Dollar >

    New Direction Trust Company >

    Millennium Trust Company >

  2. Request the paperwork from your IRA custodian for a new investment in a private real estate fund. We can help you fill this out if you have questions.

  3. Submit our investment documents (PPM, Subscription Agreement, Operating Agreement) to the custodian for their review and approval. Some custodian require the investor to sign our documents, other custodians sign the document on behalf of the investors.

  4. The custodian send Aerial Investment Management completed subscription documents for us to counter-sign and approve.

  5. The custodian sends funds to Aerial Investment Management to finalize the investment.

  6. Aerial Investment Management sends distributions, annual statements, & tax documents to an investor’s custodian throughout the life of the investment.

Please contact us for more information:

Ryan Andrews, Managing Partner

949.637.0355 (m)