AUSTIN, Texas, Feb. 8, 2011 /PRNewswire/ -- Self Directed IRA Services, Inc. (SDIRA Services), a wholly-owned subsidiary of Horizon Bank, announced the promotion of Kelli Click from Vice President of Marketing to President. The move follows a successful growth trend in 2010 and its recently announced selection as the IRA custodian for investors of Lending Club, a leading online platform for the issuance of and investment in consumer loans. Over the past two years, the company has effectively administered self directed IRAs for individuals and small businesses nationwide, and now has more than $100M of alternative and traditional assets under custody.
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SDIRA Services specializes in providing custody and administration of IRAs to offer flexibility for individuals to direct their retirement funds into alternative and traditional investments. Its focus includes working with financial advisors, broker dealers, attorneys, CPAs, investment issuers, real estate professionals, precious metals dealers and others to deliver a hands-on, personalized approach to servicing their clients' and investors' IRA custody needs. Through SDIRA Services, clients may invest in a wide range of investment options including:
- Real Estate
- Precious Metals
- Trust Deeds and Mortgages
- Oil and Gas Investments
- Tax Liens
- Private Placements
- Stocks and Mutual Funds
- Real Estate Investment Trusts
- Limited Partnerships
- Limited Liability Companies
- Promissory Notes
- Corporate Debt
The rollover of a 401(k) or employer retirement plan, or the transfer of an existing IRA into a self directed IRA often creates more flexibility and investment options. In addition, a self directed IRA can be a powerful wealth building tool for individuals to grow their portfolio on a tax-deferred or tax-free basis. Today's investors are looking to have more control over their retirement investments. The company continues to attract new business from individuals and professionals that are unsatisfied with their current IRA custodians and unhappy with increased fees, slow processing times and poor customer service. In an effort to provide clients with exceptional service and fast, accurate processing, SDIRA Services has invested the systems, resources and people that clients can depend on to help them manage their retirement investments.
"Kelli has been instrumental in leading SDIRA Services' growth and success over the past year and a half. The company's rapid expansion in the self directed IRA market and growing list of business providers is directly attributed to her group's hard work, in-depth industry experience and relationship building," said James Dyess, CEO of Horizon Bank. "Horizon Bank and our subsidiaries believe in relationship banking. We value our clients and strive to provide a superior customer service experience. Kelli and the SDIRA Services' team have made clients and business providers feel comfortable, confident and most importantly, helped them to make a difference in the future of their retirement."
Click adds, "I am excited with our progress and expansion over the past year. We have an incredible team of IRA professionals on board that truly understand the diverse needs of our clients and business providers. We believe that this, coupled with our reasonable IRA fee structure and strong commitment to excellent service, will play a large role in our continued success."
For more information regarding Self Directed IRA Services, Inc. please visit www.sdiraservices.com.
About Self Directed IRA Services, Inc.
Self Directed IRA Services, Inc. (SDIRA Services) is an IRA custodian that specializes in holding alternative and traditional assets in self directed IRAs for individuals and small businesses nationwide. SDIRA Services supports a wide range of alternative investment vehicles within its Traditional, Roth, SEP and SIMPLE IRA accounts, including: real estate, trust deeds, mortgage notes, precious metals, promissory notes, closely-held stocks, private limited partnerships, limited liability companies and more. Headquartered in Austin, TX, SDIRA Services was established in 2008 as a subsidiary of Horizon Bank, a Texas savings bank with over a century of experience serving the Central Texas area.
SOURCE Self Directed IRA Services, Inc.
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