Sniff Out Imitators: Identifying Imitators in Invesment Management.
October 22nd, 2024 1:00 PM CT
Chris Carsley
Ramez Fakhoury
Founded
In 2008
Members
Administered
1 Billion
in Assets
Full-Time
Dedicated Staff
White-Glove
Service
Here’s What You’ll Learn
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About Kirkland Capital Group
Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology experience to Build and Fortify Your Wealth. Our principal preservation focused income fund generates passive high-yield income, targeting 10-12% net compounded returns while using no leverage. Investors feel happy they capture strong returns, and are doing good, as the Fund’s micro-balance real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact.
Meet The Experts
Chief Investment Officer & Managing Partner of Kirkland Capital Group
Chris Carsley
Chris Carsley has a diverse investment background covering traditional assets, hedge funds, venture capital, and fund of funds. He is experienced in portfolio construction, risk management, operations, compliance, and regulations. Ralph is a co-founder of the Seattle Alternative Investment Association and serves on the board of the Chartered Alternative Investment Analyst Association (Seattle). He is also an Educational Endowment Trustee.
Vice President of IRA Club
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.
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
