T.J. Valenzuela

VP Sales & Marketing, Trust Administration Services

Published Content:

"How to" Published:  04/28/2008
How to Identify the Right Advisor or Custodian for Your Self-Directed IRA Investments   
Finding a qualified self directed IRA custodian or advisor can be daunting, but here are some ways to find the right one for your investment interests.
Article Published:  03/11/2008
Investing in Community Banks with a Self-Directed IRA   
Individual retirement accounts (IRAs) comprise the fastest growing segment of the retirement plan market. In addition to investing in assets such as real estate, consumers with self-directed IRAs are also able to invest in private stock, such as newly formed community banks, also known as de novo banks.
"How to" Published:  03/05/2008
How to Invest in Community Bank Stock with a Self-Directed IRA   
Learn how to invest your IRA funds in community bank stock.
Article Published:  02/01/2008
Self-Directed IRA: A Savvy Investor's Little-Known Secret   
Investors are increasingly turning to assets beyond traditional stocks and bonds. Fueled by stock market volatility and their growing sophistication, many are looking to invest in real estate, private stocks, hedge funds and other investments with an individual retirement account (IRA). Such investments made through a self-directed IRA can provide greater flexibility and control over the investments held in an individual's retirement account.