Asset Exchange Strategies, LLC located near Austin, TX.  We are a consortium of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs available to them in the tax code.  As well as the utilization of traditional assets such as securities in retirement plans and the employment of non traditional assets such as real estate.  It is our mission to provide you with the tools and knowledge to use those tax dollars to create wealth for you and your family and for generations to come if desired. Asset Exchange Strategies, LLC has benefit of the expertise, of tax attorneys, CPAs, Realtors and other financial experts to find the appropriate methodology and tools.

Our specific area of expertise is in the alternative investment options for retirement products such as self directed IRA, SEPs, Simple IRAs and 401(k). For example, would the ability to incorporate real estate in your Self Directed IRA or other non traditional assets be advantageous?  Would the ability to exchange assets within your retirement without tax implications be helpful?  If so, stay with us and see what you could have today!

Our Philosophy Works

Our premise for investing follow the precepts of Professor Markowitz's Modern Portfolio Theory:

• History repeats itself
• All assets do not go up or down at the same time
• When markets recede they return stronger

The problem is that most investors are driven by the market swings (don't be one of these investors) and rarely profit from the market changes when they occur.

If you have been investing for a while you know this to be true.  Our advisors will help you position your portfolio so you minimize risk and maximize return on your investment in your Self Directed IRA portfolio. 

Click here to see what the SEC says about investing in Mutual Funds and why you may be going around in circles not reaching your goal.

Call us at (512) 528-0801 today!