Carmen Margie

Why Are Investment Models Important?

 |   |  General Self-Directed IRAs

I Love Models… By J.P. Dahdah, Founder & CEO of Vantage Although pretty people are great, I am not talking about fashion models.  I am talking about investment models.  The irony is regardless of which one I reference, what makes each of them a “Super Model” is the value they can produce.  Successful investors don’t leave things to chance.  They…

Read More

Five Self-Directed IRA Choices that Don’t Require a Large Bankroll

 |   |  General Self-Directed IRAs

HOW CAN A SMALL BALANCE IRA BE SELF-DIRECTED? By J.P. Dahdah, Founder & CEO of Vantage As the CEO of Vantage, I have the unique opportunity to speak in front of scores of CPAs, attorneys, registered investment advisors, real estate professionals, and individual investors just like you about the power and virtually unlimited investment choices offered through Self-Directed IRAs. One…

Read More

We are honored to be nominated as a finalist…

 |   |  Vantage In the News

Vantage is very honored to be nominated as a FINALIST in WealthManagement.com’s 2018 Industry Awards in the CUSTODIANS (Emerging – Less than $25B): Alternative Asset category! Take a look at their article and cheer us on! We couldn’t be where we are today without our valued clients, and we are so grateful for the opportunity to help you control your…

Read More

How Much Freedom Does Your IRA Have?

 |   |  General Self-Directed IRAs

By J.P. Dahdah, Founder & CEO of Vantage As we all take time on the 4th of July to celebrate our nation’s birthday, and the freedom our great country provides us, I felt it was appropriate to shine a light on the freedom that a truly Self-Directed IRA provides those who choose to establish and maintain one.  Self-Directed IRAs are…

Read More