Flip Investor Inc An Innovative AI Trading Platform
Individual investors with smaller portfolios or a preference for self-management are increasingly turning to robo-advisors and other intuitive, cost-effective platforms. However, are all robo-advisors equal, and do they truly use AI?
June 18th, 2024 1:00 PM CT
Randy Tate
Ramez Fakhoury
Upcoming Live
June 18th, 2024 1:00 pm ct
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White
Glove-Service
Here’s What You’ll Learn
1
How AI is much more than a simple algorithm
2
How AI is helping investors increase performance AND reduce risk
3
Why risk management needs to be part of your investment conversation
About Flip Investor Inc
Flip is a disruptive, fully integrated SaaS platform for IRA alternative custodians and RIA’s, and retail investors that provides better, easier and cheaper access to the equity markets, adding value and reducing costs.
Powered by AI Smartfolios (iFlip provisioned) outperforms index funds, provides tools for custom portfolio creation, and provides simple buy, hold and sell access to public equity markets – all for one low fixed fee.
Meet The Experts
Flip Investor Inc
Randy Tate
Randy spent his earlier years as a successful collegiate athlete turned high school teacher/coach and then self-made entrepreneur. He grew an athletic apparel/equipment company to over $5M+ in revenue in under 4 years, then sold it to a publicly traded sporting conglomerate, Sport Chalet. He then spent a decade training thousands of employees and business owners on how to build leadership teams, market effectively, grow sales and build sustainable growth in their companies.
His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users. As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.
Since then he has led as the co-founder and CEO of Flip Investor Inc., a SaaS Financial Technology Company. His vision to empower all individuals to grow their wealth for the future through the use of AI investing technology and in the process create a democratization of the investing world.
Vice President
Ramez Fakhoury
As an entrepreneur with a rich background spanning over two decades, Ramez is deeply commited to education and inspiring individuals, empowering them to venture beyond conventional paths and diversify their investments through the power of self-direction.
IRA Club Benefits
FDIC Insured
IRA/401(k) cash is FDIC insured
Flat Fee Structure
Flat fees and straightforward pricing
Free IRA Reports
Free annual IRA tax reporting
(RMDs, 1099-R, 5498, 5500 forms)
Investor's Row
Explore alternative investment opportunities
Concierge Service
Friendly, white glove service
Educational Resources
Up-to-date educational resources on IRS regulations
Frequently Asked Questions
Here are the most common Self-Directed IRA questions. Have others?
Sign up for our webinar and ask us in person!
IRA Club provides a way for people like you to fully utilize the benefits of Self-Directed IRAs, leading to a wider range of investments and potential for better returns.
It’s an IRA that gives you more choices for where you want to invest your money, not just in regular stocks or bonds.
Self-Directed IRAs were passed by Congress back in 1974. Alternative IRA investments have always been allowed by the IRS, however, many IRA companies have placed artificial restrictions on IRA owners over the years. Self-Directed IRAs are not well known because most banks and brokerage firms prefer traditional investments.
It’s easy to make investments with a Self-Directed IRA. Once you find your investment and provide money to the seller, you will receive proof that your Self-Directed IRA is the new owner. It can be in the form of a Bill of Sale, title, deed, or simply a statement identifying your Self-Directed IRA as the asset’s new owner. The main difference is that the name on the title (or other documents) is the name of your Self-Directed IRA and not your name as an individual.
Yes. The most common way for an IRA to buy an asset is to pay cash. However, there may be times when an alternative method of payment is practical.
Maximum Contributions for 2023:
Under age 50 – $7,000.
Age 50 and over – $8,000
