"To empower people to build wealth through alternative investments at lower cost"
At IRAR, we believe that there is a better way to save for retirement— where it's less expensive to invest, where you control your investments, and where you receive excellent service, no matter what. We're passionate about this, and our mission is to help people succeed.
We make self-directed retirement easy.
Founded by Liane Bathey in 1996, IRAR specializes in holding alternative assets in retirement accounts. Our team is incredibly knowledgeable— all eligible employees hold the Certified IRA Services Professional (CISP) designation and have an average of 8 years’ experience in the industry.
We are truly the experts on self-directed IRA investing. We’re a company that was built on trust and word of mouth, due to both our superior service and low cost. Our business partners and clients rely on us to invest in assets such as real estate and private placements as part of their overall wealth-building strategy. Together, we help clients leverage our knowledge to provide you accurate, timely, and cost-effective service— so you can build the retirement of your dreams.
GROWTH & STABILITY
Our growth has been organic, based on referrals from satisfied business partners and clients nationwide. We manage over $1 billion in assets. For over 20 years we’ve continued to grow this way, focusing on our clients' needs. We’ve built our business by being a company you can trust— trust to stay affordable, trust to know the answers, trust to provide the service you deserve.
We took a big step in 2017 when we opened our Oakland Processing Center, but that was just the first of many. After bringing on a team of experts, we worked tirelessly to take the next big step— our own trust company.
OUR OWN TRUST COMPANY
In 2018, IRA Resources, Inc. founded IRAR Trust Company, a non-depository trust company.
IRAR Trust Company is custodian for all client accounts, supported by the same great team, now with more oversight. We are regulated directly by the South Dakota Division of Banking, the state and division with the most knowledge in working with self-directed IRA custodians.
We’re still committed to growth, while remaining the same team we’ve always been. As a company built on trust and excellence from the very beginning, we take our word and our work seriously. We're committed to our mission, to help people grow their retirement at affordable costs. And that’s a promise directly from IRAR— which means it's a promise you can trust.
AT IRAR, EVERYTHING WE DO IS GUIDED BY THESE SIX PRINCIPALS
We strive to delight our clients and coworkers by creating positive, remarkable experiences.
We pursue personal and professional development because it feeds our passion and our ability to serve our clients.
Our relationships are grounded in empathy and a commitment to candid, consistent communication.
We foster respect, appreciation, and collaboration among ourselves and with our clients. We also like to have fun.
We build relationships founded on trust and openness.
We are eager to improve our understanding of industry rules, regulations, and trends so we can share our knowledge with our clients.
WHY OUR CLIENTS CHOOSE US OVER OUR COMPETITORS
Knowledge You Can Trust
You will always reach a knowledgeable person, so you can make well-informed decisions. We are Certified IRA Services Professionals (CISP). We make it easy.
Our fees are transparent and there are no surprises. We want to help you build your retirement future at affordable rates while providing best-in-class service.
Client Centric Approach
We hold ourselves accountable for delivering superior service. Our personal-touch model delivers a high level of service and ease of transactions rarely found in our industry.
"Our family appreciates having the opportunity to invest in private equity, like real estate partnerships, as well as in other alternative assets that are not available through traditional IRA accounts. The team at IRA Resources is highly professional, friendly, knowledgeable and very responsive to our investment needs."