Privately held stocks and bonds are investments in entities which are not publicly traded. The kinds of investors that are usually attracted to these investments normally have larger amounts of funds to invest. Private bonds may provide greater security than private stocks because asset of the company may be used to secure them. These stocks and bonds allow young start-up companies to raise capital quickly and easily.

Privately held stocks and bonds can be held in a retirement account through Trust Administration Services. Title to the stock or bond would be held in the name of your IRA account (FDIC as Receiver for First Regional Bank c/f Client Name) with the TRUST tax identification number.

Contact our Customer Service Department for help completing the stock and bond transaction.