The new managed IRA service provides accountholders with high quality, low-cost investments that will be professionally managed by GuidedChoice. Inspira handles the recordkeeping. Pinnacle IRA’s custodian is Benefit Trust Company.
Through the partnership, Pinnacle IRA accountholders get the benefit of being invested in low cost, institutionally priced mutual funds and ETFs, with fees that are less than half of many products and services currently in the market.
Financial professionals, institutions and recordkeepers looking to offer their clients of all sizes a managed account IRA that is professionally managed at institutional pricing will also find this product attractive. Custom private labeling is available for qualified firms.
Pinnacle IRA is available to all investors because it has no account minimums, making it an affordable option for individuals who do not meet the high asset threshold requirements of most advisers, brokers or financial institutions, but who still want a professionally managed account. Individuals can easily open and access their new IRA through the PinnacleIRA.com portal.For more information, contact Inspira at 1-877-472-1872.
« (b)lines Ask the Experts – Is Auditing More Lenient for Inactive Contracts?