Embrace your freedom to direct your hard-earned monies into tax-favored alternative assets and gain control of your financial future. Learn how to tap the $25 trillion retirement plan marketplace to raise private capital from individual investors using an alternative IRA.
Vantage provides alternative custody services for self-directed investors, investment advisors and alternative asset sponsors who believe alternative investments are the best fit for their retirement portfolios.Alternative investments are broadly defined as any direct investment offered outside the stock market.
Vantage provides alternative custody services for self-directed investors, investment advisors and alternative asset sponsors who believe alternative investments are the best fit for their retirement portfolios.Alternative investments are broadly defined as any direct investment offered outside the stock market.
Services
Not everyone likes to invest in the stock market. Since 2004, we've been on a mission to inform Americans about the true investment choices available within their retirement accounts. Once you understand our alternative asset IRAs and custodial accounts empower you to invest how and where you want, our responsive team is standing by to make the process simple, timely and accurate.
J.P. Dahdah began his professional career in 1997 as a financial advisor with American Express Financial Advisors, Inc., a Fortune 100 company. He graduated from The University of Arizona, where he earned dual degrees in Finance and Marketing. In 1999 he founded Dahdah Global Wealth Management, LLC, a registered investment advisory firm which specialized in working with business owners.
We are a high performing and unified team that is committed to our common purpose, which is to serve others in pursuit of their financial destiny. Each of us has decided on our occupation, immerse ourselves in our work and has dedicated our professional lives to mastering our skills. We are always striving to elevate our game because excellence is what we demand of ourselves and each other, no excuses.
J.P. Dahdah is the CEO of Vantage Self-Directed Retirement Plans, which currently administers over $1 billion in retirement assets.
Vantage is the nation's premiere Self-Directed retirement plan and custodial services company specializing in serving investors who seek to diversify their savings into non-traditional alternative investments, such as, real estate, private equity, limited partnerships, private placements, private notes and other non-traded options.
Vantage is the nation's premiere Self-Directed retirement plan and custodial services company specializing in serving investors who seek to diversify their savings into non-traditional alternative investments, such as, real estate, private equity, limited partnerships, private placements, private notes and other non-traded options.
Vantage provides custodial and administrative services, as well as, annual tax reporting to the IRS, in connection with Self-Directed retirement accounts. Vantage does not provide investment advice or endorse any products. Upon your written instructions, Vantage will complete transactions on behalf of your IRA.
Reviews (7)
Tom K.
Nov 20, 2021
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Todd Jehowski
Nov 18, 2021
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I engaged Vantage to open a self-directed IRA for the purpose of buying real estate. The account set up process was a very bad experience. In dealing with Mr. Ortega and corresponding by email, which I prefer due to my schedule. There were three instances where I had to follow up on questions, I needed answers in order to set up the account. He indicated he didn’t get the emails…this happened three times. Once the account was set up a wire was sent from my funding source on 8/11 (Wed) and at the latest the funds should’ve been applied to my new Vantage account the next day 8/12. On 8/19 I
Dicte Veritas
Mar 25, 2021
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I was originally extremely impressed with Vantage in 2015 when I opened my account. Their consultants were professional, knowledgeable, and courteous. I had absolutely no complaints until 2018 when someone in their office sent out a mass e-mail to all clients, disclosing in the CC line the identity of every single person. This was after I noticed that there had been a shift in management in the corporation. While understandable, it was gross negligence (and illegal) to break financial confidentiality. I was irritated by this, as I did not want my investment made public at the time. I'm an investor
Sue W.
Mar 08, 2021
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Lorri Eshe
Jan 05, 2021
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RaLene Teerink
Jan 26, 2019
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I am updating my post! The company contacted me to discuss my situation and worked with me to get it corrected. The service they provided was 5 star service, but I am giving them a 4 just because the whole experience, prior to this, was so stressful.
A special thanks to the representative that helped me! She is so awesome and I am so grateful for her professionalism and assistance!!
STAY AWAY!!! If I could give a lower review I would! They charged us $325 for doing nothing except mailing us 2 statements! They are a TOTAL rip-off!! We closed our account and they STILL charged us the fee! Unfortunately
A special thanks to the representative that helped me! She is so awesome and I am so grateful for her professionalism and assistance!!
STAY AWAY!!! If I could give a lower review I would! They charged us $325 for doing nothing except mailing us 2 statements! They are a TOTAL rip-off!! We closed our account and they STILL charged us the fee! Unfortunately
Negatu Molla
Aug 09, 2018
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