STRATA is a self-directed IRA custodian, giving investors and advisors the opportunity to invest in and carve their own path to retirement through access to alternative investments like real estate, private equity, private debt and crowdfunding. MBC Strategic began working with STRATA in 2018, to strategically partner with investment professionals looking to grow their IRA business.

MBC developed B2B advertising, conference materials, website enhancements and institutional campaign materials addressing the need to empowering clients and remove frustrations from the administration and custody of alternative assets. MBC continues to work with the investment service provider, handing content marketing, PR, marketing collateral and investment-related digital advertising management.

Case Studies