How are my assets managed?
Your assets are co-managed by you and STC. You make all investment decisions, and we take care of all of the paperwork and reporting details. Once you make an investment, STC will keep your books and records, coordinate the custodianship of your assets, oversee the annual asset valuation, and file all required annual reports.
Latest Webinars
Advanced Insights to Self Directed Retirement Accounts
10/10/2023 | 07:00PM - 08:00PM ET
Need some help understanding the ins-and-outs of self-directing your retirement investments? Then you've come to the right place. In this STC webinar you'll:
- Learn about using leverage in your retirement portfolio through non-recourse loans
- Understand what investments may trigger UBIT or UDFI
- Decide if you should investigate a Roth conversion for your account