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www.SDIRAS www.SDIRAS TAPPING INTO NEW FINANCING SOURCES Ryan Schneider, Self Directed IRA Services Prepared for:AAPL November 2011 Self Directed IRAs: Working with Retirement Dollars Presented by Ryan Schneider 600 Congress Avenue, Suite 400 Austin, Texas 78701 866.928.9394 www.SDIRAS Self Directed IRA Services, Inc. Overview Specialize in Independent Custodial Services for self directed IRAs About Us Founded in 2008 Subsidiary of Horizon Bank headquartered in downtown Austin, TX Approximately $225 million in assets under custodial administration Provide services nationwide to individuals and the financial services industry: ? Financial Advisors and Planners ? Broker /Dealers ? Tax and Legal Professionals ? Investment Product Sponsors ? Precious Metals Brokers ? Banks and other financial institutions Better Business Bureau (BBB) accredited member Active member of Retirement Industry Trust Association (RITA) which actively promotes best practice standards for self directed retirement custodians Acts only as a Passive Custodian We do not provide tax, legal, or investment advice, nor do we sponsor/sell investments. www.SDIRAS Account Protection Regulated by state and federal regulators (FDIC) Comply with Internal Revenue Service and U.S. Department of Labor regulations Undirected funds held in an FDIC insured account. Audited regularly by an independent accounting firm Comprehensive insurance package maintained through underwriters rated A+ (excellent) by A.M. Best fidelity insurance banker’s professional liability administration coverage trust errors omissions www.SDIRAS Types of Accounts Serviced Self Directed IRAs may hold Alternative Investments, Precious Metals, Real Estate, Trust Deeds, Private Placement Investments and all Public Investments. www.SDIRAS Services We Provide as Custodian Quick and accurate processing Competitive fees Investment flexibili