Simplified funding for alternative investments
Raising Money? Advising Investors? CamaPlan takes the guesswork and homework out of funding investments with self-directed IRAs and 401Ks. We make investing in your opportunity easy for you and your clients.
Syndicators we work with have significantly increased the size of their businesses by tapping this huge funding source. At no cost to them. We serve 7,500 affluent and accredited investors looking for new investment opportunities.
For syndicators, investment opportunity providers and sponsors
- Get more funding from your existing investors
- Attract new investors who have self-directed and accredited IRAs and 401Ks
- Help your investors achieve tax-free and tax-deferred returns — boosting their earnings on your investment
- Access a multi-trillion dollar new funding source
For advisors
- Broaden your clients’ investment options without losing control
- Help clients invest in what they know and understand
- Expand what you offer clients — do more than your competitors
- Attract new clients with new capabilities
Here’s how it works
Live and online events:
We help you explain self-directed investing and investment options with —
- Presentations virtually or at your office or events
- Online webinars – live and recorded
- Live events at the Cama Academy classroom or elsewhere
Digital and print collateral materials:
We educate your clients on the self-directed option with —
- Brochures and special reports
- Presentation deck slides
- CamaPlan website educational materials
Enroll clients from your website or emails:
Your clients can open accounts in minutes from your website and your emails with a direct link to our enrollment process
Exceptional customer care:
From enrollment, to funding, asset purchase and management, tax reporting and more, CamaPlan professionals are there for you and your clients.
- Expert staff on all asset categories
- Assistance with enrollment, funding and asset purchases
- Answers to questions about self-directed IRAs/401Ks
Comprehensive tax reporting, compliance and recordkeeping:
CamaPlan generates and files key IRS forms and maintains records of all account and asset transactions.
Simple, transparent fees:
Whether you cover fees on behalf of your clients, or your clients pay their own fees, we offer competitive, easy-to-understand statements and invoices for all administrative and transaction services.
What Resources Can We Provide to You?
