STRATA Trust Company

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STRATA Trust Company STRATA Trust Company empowers investors to reach their retirement goals through alternative investment custody options and new investment possibilities.

Have questions about your self-directed IRA, account access, funding options, distributions, or allowable investments?Th...
10/16/2026

Have questions about your self-directed IRA, account access, funding options, distributions, or allowable investments?

The STRATA Knowledge Center is designed to help investors quickly find answers to common questions, explore educational resources, and manage their accounts with confidence. Browse the Knowledge Center and discover valuable information available 24/7.

Learn more: https://hubs.li/Q04BpTYp0

10/15/2026

Thank you, Nancy, for your kind words and 5-star review! ⭐⭐⭐⭐⭐

We're honored to have earned your trust and are grateful for the opportunity to support you through every stage of your journey. Your recommendation means a great deal to our team.

As year-end approaches, now is a great time to review your retirement and tax planning strategy.Consider discussing thes...
10/14/2026

As year-end approaches, now is a great time to review your retirement and tax planning strategy.

Consider discussing these topics with your tax professional:

✅ Required Minimum Distributions (RMDs)
✅ Roth conversion considerations
✅ Qualified Charitable Distributions (QCDs)
✅ IRA beneficiary designations
✅ Available cash needed for distributions
✅ Upcoming contribution deadlines

A little planning today can help you avoid surprises later and position yourself for a smoother year-end.

Explore more educational resources on the STRATA Insights Blog and Self-Directed Knowledge Center.

Looking for a career where attention to detail matters?STRATA Trust Company is hiring an Operations Associate in Waco, T...
10/13/2026

Looking for a career where attention to detail matters?

STRATA Trust Company is hiring an Operations Associate in Waco, Texas. This full-time, in-office role is ideal for individuals who thrive in a fast-paced financial services environment and take pride in accuracy, consistency, and quality work.

Learn more and apply today:
https://hubs.li/Q04zYK7-0

Required Minimum Distributions (RMDs) can have important tax implications, and year-end deadlines are closer than they m...
10/12/2026

Required Minimum Distributions (RMDs) can have important tax implications, and year-end deadlines are closer than they may seem.

Our latest Insights article outlines key considerations for 2026, including who may be required to take an RMD, important deadlines, and potential penalties for missed distributions.

Learn more: https://hubs.li/Q04zTXf-0

As Customer Service Week comes to a close, we'd like to extend a sincere thank you to both our team and our clients.Than...
10/09/2026

As Customer Service Week comes to a close, we'd like to extend a sincere thank you to both our team and our clients.

Thank you to the STRATA team members whose dedication, professionalism, and commitment to service help create a positive experience for our clients every day. And thank you to our clients for your trust, feedback, and confidence in STRATA Trust Company.

We appreciate the opportunity to serve you and look forward to continuing to support your self-directed investing journey.

Thank you, Rose! ⭐⭐⭐⭐⭐We couldn't agree more. Great employees are at the heart of great service, and we're incredibly gr...
10/08/2026

Thank you, Rose! ⭐⭐⭐⭐⭐

We couldn't agree more. Great employees are at the heart of great service, and we're incredibly grateful for the team members who support our clients every day. We're equally thankful for clients like you who take the time to share their experiences.

Thank you for your kind words and 5-star Trustpilot review!

Today is World Financial Planning Day.Whether you're planning for retirement or reviewing your current strategy, underst...
10/08/2026

Today is World Financial Planning Day.

Whether you're planning for retirement or reviewing your current strategy, understanding alternative assets is an important part of building a diversified portfolio.

Learn more: https://hubs.li/Q04zkDsx0

This Customer Service Week, we'd like to recognize the financial professionals who serve investors every day.To the advi...
10/07/2026

This Customer Service Week, we'd like to recognize the financial professionals who serve investors every day.

To the advisors, investment sponsors, CPAs, attorneys, and industry professionals who choose STRATA for self-directed IRA custody services, thank you for the trust you place in our team.

We're also grateful to the clients we serve and appreciate the confidence you place in STRATA.

Learn how STRATA supports financial professionals with self-directed IRA custody services, experienced support teams, and streamlined processes: https://hubs.li/Q04zk0s40

Service First & Client CentricAt STRATA, one of our Bedrock Values is simple: every action we take should make the clien...
10/06/2026

Service First & Client Centric

At STRATA, one of our Bedrock Values is simple: every action we take should make the client experience better. That's why we focus on listening, anticipating needs, and delivering exceptional service every step of the way.

During Customer Service Week, we're proud to recognize the team members who bring this commitment to life each day through responsive support, expertise, and a dedication to serving our clients.

Learn more about the STRATA difference: https://hubs.li/Q04zbm4Z0

Address

7901 Woodway Drive
Waco, TX
76712

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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