Ep. 302 Eric Satz Joins Us To Answer All Your Self-Directed IRA Questions

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Eric Satz is the Founder and CEO of AltoIRA. Together with his team at AltoIRA, Eric is living

out his mission of delivering 21st -century investment opportunities to everyone, including nonaccredited investors. Through the AltoIRA platform, Eric is making alternative asset investing

available to all by giving people the support they need to choose and make their own investments using their IRA savings. Eric is a serial entrepreneur with both wins and losses on his scorer’s sheet. He is a former investment banker and early-stage investor with a passion for nurturing startups and raising capital. He served on the Board of the Tennessee Valley Authority from 2015-2018, and he teaches an entrepreneurship class to high school students. A Miami native and diehard ‘Canes and Dolphins fan, Eric went to Amherst College. After years in NYC and then San Francisco, he and his wife moved to Nashville, her hometown, to raise their kids.

When he’s not breathing life into startup companies, Eric loves to ski, play soccer, and practice


Some topics covered:

– What drove Eric to this platform and why did he get started ?

-Was the customer service in the self-directed IRA have an impact on Eric’s decision?

-What is AltoIRA’s mission

-Where can you and where can you not use your self-directed IRA account?

-What about investing in something you’re an active participant in?

-What are some advantages Eric has taken from other areas and used in IRA?

-When people want to invest with Eric, what are other popular assets classes they want to

invest in?

-What are some objections Eric hears from people regarding self-directed IRA?

-What does the future look like for AltoIRA? What is the objective or goal?

-Best way to connect with Eric and learn more about AltoIRA: www.AltoIRA.com  or email

help@altoira.com  or email Eric directly at ericsatz@altoira.com




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