Investment Services

Investment Services -
Investment consultants should be in every real estate agent's professional network. These investing professionals can provide services directly to agents or offer their expertise to your real estate clients.  Maintaining a diversified real estate portfolio can be less difficult if you use the services of a qualified investment professional.


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Entrust
555 12th St., Ste. 1250
Oakland, CA 94607
http://www.theentrustgroup.com/
Since 1981 Entrust has been providing self-directed retirement plans for individuals and corporations. Learn how you can buy real estate with your IRA/Qualified Plan.
Equity Trust Company
225 Burns Rd.
Elyria, OH 44035
440-323-5491
http://www.trustetc.com
As the leader in self-directed IRAs and small business retirement accounts, Equity Trust Company will show you how to utilize your IRA/401(k) to invest in non-traditional investments, such as real estate and private placements.
Fiserv ISS
717 17th St., Ste. 1700
Denver, CO 80202
303-293-2223
https://www.fiserviss.com
Fiserv Investment Support Services provides self-directed IRAs and qualified plans to investors. Clients can purchase and hold non-standard assets in their accounts, such as real estate. Call 800-525-2124, Option 7.
Merrill Lynch
111 Broadway, 22nd Flr.
Oakland, CA 94607
510-208-3834
http://fa.ml.com/adam_me
Retirement plan services such as Solo 401(k), SEP and deferred benefit plans. Home and commercial financing solutions and financial planning and investment management.
Bank of America
315 Montgomery St., 7th Fl.
San Francisco, CA 94104
415-622-4224
http://www.bankofamerica.com
With more than 5,700 banking centers in 9 states and more than 500 retail sales locations nationwide, Bank of America operates the mortgage industry's most extensive mortgage lending network.
National Home Buyers Assistance
1 MAnor House Rd
Littleton, CO 80127
303-703-6422
http://www.nhba.com
The only national lease-to-own investment franchise that allows buyers to choose their own home. REALTORS collect commissions up front. A win-win opportunity for everyone.
PENSCO Trust Company
450 Sansome St., 14th Flr.
San Francisco, CA 94111
415-274-5600
http://www.penscotrust.com
Since 1989, PENSCO Trust has focused exclusively on the administration and custody of self-directed IRAs in real estate and private placements.
REAL-Mentor
8174 S. Las Vegas Blvd., Bldg. 109-51
Las Vegas, NV 89123
http://www.real-mentor.com
Increase your profits by working with investors. REAL-Mentor is six software products in one, combining specialized education with expert analysis tools. Become investors' trusted advisor.
World Leadership Group, Inc.
9750 Hillside Dr.
Roswell, GA 30076
678-886-3301
http://www.learnaboutleadership.com
Revolutionary concepts in the real estate, mortgage and financial services industry.
Purpose Built Investments

Rancho Santa Fe, CA 92067
(619) 517-3907
www.purposebuiltinvestments.com
The Smarter, Easier, More Profitable Way To Make Big Money With Bank REO and Note Pools, Plus CRUCIAL Update on Emerging, Cash Flow and Go Zone Markets!