Adam Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. Mr. Bergman is also the owner of two leading pension administration firms. IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 21,000 clients take back control over their retirement funds and invest over $4.6 billion of retirement funds into alternative asset investments.
Traditional financial institutions do not allow IRAs to invest in IRS-approved alternative assets because their focus is on earning fees through traditional investments. Hence, the birth of the self-directed IRA industry.6 August 2021