International Investments
Having established direct relationships with select financial institutions and providers abroad in order to accommodate the self-direction needs of our clients, IB&T is your gateway to diversify your portfolio globally.
Your IRA can use IB&T as a portal to access self-directed investment opportunities internationally through resources that IB&T has established operational relationships.
International investment opportunities include:
- Money market instruments
- Bonds
- Stocks
- Over-the-counter options
- Precious metals
- Currency options
- Currency swap transactions
- Interest options and futures
- Interest rate swaps
- Forward rate adjustments
To take advantage of these types of investments, it is legally required that IB&T is the custodian or trustee of your IRA, and that IB&T hold the assets directly or through its legally appointed agent or delegate. Your IRA is held for your benefit in the custodial name of International Bank and Trust.
A non-U.S entity or bank cannot be the trustee or custodian of your IRA without the express permission of the Secretary of the Treasury. Offshore IRAs do not legally exist. However, IRAs and other tax deferred accounts may invest in assets located outside the United States.