Self-Directed IRA

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Use your retirement funds to invest with Oak Capital Partners

Oak Capital Partners is a multifamily real estate investment firm looking for value-add opportunities in its core markets. The team is looking to grow its portfolio in Louisville, Kentucky by 500-1000 units over the next year. Please let us know if you have any properties for sale.

You may not realize that your retirement portfolio can be used to invest with private companies like Oak Capital Partners. Unlike retirement accounts held at brokerage firms, an Advanta IRA self-directed account allows you to maintain the tax protection of the retirement vehicle and invest in those assets that you choose.



The accounts that you can use include:

  • Defined Benefit Plan or Profit-Sharing Plan
  • Traditional or Roth IRA
  • 401(k) or any employer’s plan (403b, 457, TSP, etc)

Getting started is very simple and straightforward.

To get started today, contact Scott Maurer at 800-425-0653 ext. 1123.

Schedule a Free Consultation

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