We are wealth strategists and we have funds for accredited investors.
No. Ruby Investments does not take custody of your assets. Your funds stay in accounts at your own custodian (e.g., IBKR, your self-directed IRA custodian) in your name. We provide strategy, structure, and execution guidance — you retain ownership and control of your accounts at all times.
Yes. Self-directed IRAs and solo 401(k)s are fully recognized under the tax code and have existed for decades. They follow the same custodial and reporting rules as any other retirement account — the difference is the range of assets you’re permitted to hold. We help clients understand the prohibited transaction rules so the account stays compliant.
Great — we’re not a replacement for your CPA, we work alongside them. We focus on strategy and structure; your CPA handles filing and compliance for your specific return. Many of our clients loop us into the same conversation as their CPA, or we’re happy to coordinate directly.
Only for our fund strategies. Accreditation is a legal requirement tied to certain private offerings, not something we require across the board — many of our services are available regardless of accreditation status.
Our minimum to get started is $25,000.
It varies by strategy and scope of work. We’ll walk you through the fee structure that applies to what you’re looking to do before you commit to anything.
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