How to Use Self-Directed Accounts to Invest in Alts with CNB Custody (Ep 60)
The Unconventional Investor · Michelle Moses, CFP®
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Show Notes
In this episode, we're talking about the world of self-directed accounts with our guest, Michelle Thomas from CNB Custody. 🎙️
If you're looking to invest in alternative investment strategies beyond the traditional stock market, this episode is a must-listen! Here are three key takeaways:
🔹 Understanding Self-Directed Accounts: Self-directed accounts offer the flexibility to invest in alternative assets like real estate, LLCs, and REITs, beyond publicly traded stocks and bonds.
🔹 Why Custodians Matter: Transferring funds and managing accounts through self-directed custodians, like CNB Custody, is a bit different than your traditional custodians, but still as simple.
🔹 Long-Term Investment Approach: Alternative investments in self-directed accounts are generally slower in terms of reporting and liquidity, making them ideal for patient investors focused on long-term gains.
If you'd like more information about CNB Custody, please visit their website - www.cnbcustody.com
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Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.