Think outside your current IRA
The WealthFlex platform revolutionizes the IRA, providing fast, easy, economical and flexible access to higher yield private investments.

OUR CEO HELPS YOU THINK OUTSIDE THE IRA

PRIVATE INVESTMENT PERFORMANCE vs THE S&P 500

The Cambridge Associates Private Equity Index outperformed the S&P 500 (Vanguard S&P 500 Index Fund) over 3, 5 and 10 years from 2004 through 2014.

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IT’S YOUR IRA, DO IT YOUR WAY – INVEST IN YOUR

FRIENDS’ IDEAS STARTING NOW!

FINALLY, ACCESS TO AN EASY, FAST AND COST-EFFECTIVE PLATFORM THAT HELPS YOU DELIVER HIGHER RETURNS

ACCESS

Go where the smart money is by converting traditional IRA investments to private investments with WealthFlex.

Gain access to new opportunities, previously hidden by large banks and Wall Street — we are your key to this secret society.

It’s an undisputed fact that alternative investments boost IRA portfolio performance and lower volatility.

The profits of private investments combined with investments in traditional publicly traded securities are yours for the taking.

EASIER

Old school and offline, traditional IRA private investing uses an expensive, painfully long and error-prone, manual process.

The process requires professional involvement, an administrator that is expensive and makes you reliant on him or others.

With our intuitive online platform, you control your IRA portfolio. DIY — no middlemen needed.

Open your account, transfer your IRA, purchase the private investments you want and move cash between accounts.

FASTER

Directly control your IRA investments in real time with our WealthFlex system — it’s as simple as online banking.

Access your investable cash in a fraction of the time with no need for plan administrator involvement or mailing and faxing documents.

Easily make electronic transfers or withdraw investment funds with your WealthFlex account, debit card and checkbook.

Funds in hand means you’ll no longer miss chances to invest in a foreclosures or expiring opportunities because of long wait times and endless paperwork.

COST EFFECTIVE

A traditional combined investment program costs between $2,500-$10,000 simply for set up, with typical annual costs of $500 to $15,000 per year.

WealthFlex charges individual investors a $499 set-up fee with an annual flat rate of $299 for management. No nickel and diming here.

As we grow, our goal is to further reduce set-up and annual fees

5 YEAR TOTAL COST WITH 3 MAJOR CUSTODIANS vs WEALTHFLEX

The 3 largest Self-Directed IRA custodians average costs, w/ $2,000 fee to get checkbook control included, over a 5 year period.

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LOOKING FOR VALUE? PRIVATE INVESTMENTS ARE THE ANSWER.

The price-to-earnings ratio of the S&P 500 is significantly higher than that of private companies. Private companies in the U.S. typically change hands at a price-to-earnings ratio between 2 and 5.

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EARN MORE AND DO MORE WITH YOUR IRA RIGHT NOW.

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