Investing Smarter with Alternatives: Insights from a Wealth Advisor
Most investors know the value of diversification — but few fully understand how alternative investments fit into a broader wealth strategy.
In this live session, Lindsay Mersino (Executive Director of Operations, Directed IRA) and Mark Miller (President & CEO, Hilton Tax & Wealth) share how advisors think about alternatives, what clients should know, and how a self-directed IRA can give investors more flexibility and control.
Watch the Replay
What you’ll learn:
How financial advisors evaluate and integrate alternative investments
The benefits of using a self-directed IRA for private assets and non-traditional opportunities
Why partnering with an advisor can strengthen your portfolio and streamline your strategy
- Who Hilton Tax & Wealth is and how their advisors help clients build long-term wealth
Whether you’re an investor looking to understand the advisor’s perspective or an advisor exploring the potential of self-directed accounts, this session will give you practical insights you can apply right away.
Why Directed IRA?
At Directed IRA, we’ve helped thousands of investors put over $3 billion into real estate, private funds, notes, and more, all inside tax-advantaged retirement accounts. Our team of experts and streamlined platform make it easy to invest with confidence.
Book a call today with a self-directed IRA expert to see how you can start investing in what you know!
