Self Directed IRA 401k Advisor

Asset Exchange Group, LLC is located near Austin, TX. We are a consortium of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs available to them in the tax code. It is our mission to provide you with the tools and knowledge to use those tax dollars to create wealth for you and your family and for generations to come if desired. Asset Exchange Group, LLC has benefit of the expertise, of tax attorneys, CPAs, Realtors and other financial experts to find the appropriate methodology and tools.

Asset Exchange Group, LLC advises individuals on how to invest in non-traditional assets (real estate, businesses, notes, etc.) with their IRAs to obtain greater control over investment options while earning tax favorable income. Asset Exchange Group, LLC offers complete support, advice and reporting for non-traditional investments.

Similar to a traditional financial advisor, Asset Exchange Group works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options and institute a program that allows them to select from a much greater breadth of investment choices. Using their knowledge of industry regulations, Asset Exchange Group is able to provide lower fees and greatly expanded investment options. They also enable investors to have greater control over Self Directed IRA investment transactions and reduce investor risks and liability through the protection of a Self-Directed IRA LLC. Asset Exchange Group’s clients have invested in non-traditional assets as diverse as: homes, horses, natural gas technologies, bridge loans, currency exchange, marinas, motels and numerous other options.

Our specific area of expertise is in the alternative investment options for retirement products such as Self Directed IRA, SEPs, Simple IRAs and 401(k). Meet the founder of Asset Exchange Group, LLC and our Senior Self-Directed IRA Advisor.

Our Philosophy Works

Our premise for investing follow the precepts of Professor Markowitz's Modern Portfolio Theory:

• History repeats itself
• All assets do not go up or down at the same time
• When markets recede they return stronger

The problem is that most investors are driven by the market swings (don't be one of these investors) and rarely profit from the market changes when they occur. If you have been investing for a while you know this to be true. Our Advisors will help you position your portfolio so you minimize risk and maximize return on your investment in your Self Directed IRA portfolio.

Click here to see what the SEC says about investing in Mutual Funds and why you may be going around in circles not reaching your goal.

Call us at (512) 528-0801 today or Toll Free 866-683-5228!