A safe place for your Self-directed IRA funds
When you open a Self-directed IRA account with us, you are empowering yourself to take control of your retirement investments. You can be assured that your funds are safe and secure while the transaction gets completed. We currently manage retirement accounts in all 50 States and US territories.
FDIC's Transaction Account Guarantee Program
Adelphi Retirement Management, LLC, in partnership with U.S. Bank National Association of Minneapolis (www.usbank.com) is proud to participate in the FDIC's insurance program. Under this program each account is fully guaranteed for up to $250,000.00 per depositor. If you have any questions, please feel free to contact us.
The Bank Secrecy Act & Patriot Act
The USA Patriot Act of 2002 (Patriot Act) was enacted into federal law to strengthen the Bank Secrecy Act (BSA) in an effort to combat terrorism in the aftermath of September 11, 2001. As such, we have always required prospectus clients to submit the minimum information now required by this Act and we have implemented the Customer Identification Program herewith, as verification of that information.
Customer Identification Program minimum documentation requirement:
- Name of client
- Date of birth
- IRA/401K statement
- Driver License.