How to Use Self-Directed Accounts to Invest in Alts with CNB Custody (Ep 60)

In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️

If you're looking to invest in alternative investment strategies beyond the traditional stock market, this episode is a must-listen! Here are three key takeaways:

🔹 Understanding Self-Directed Accounts: Self-directed accounts offer the flexibility to invest in alternative assets like real estate, LLCs, and REITs, beyond publicly traded stocks and bonds.

🔹 Why Custodians Matter: Transferring funds and managing accounts through self-directed custodians, like CNB Custody, is a bit different than your traditional custodians, but still as simple.

 🔹 Long-Term Investment Approach: Alternative investments in self-directed accounts are generally slower in terms of reporting and liquidity, making them ideal for patient investors focused on long-term gains.

 If you'd like more information about CNB Custody, please visit their website - www.cnbcustody.com

 

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

 

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• Website: www.mefinancial.net

 

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.