Self Directed IRA
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IRA Investment

A number of Grace Fund investors are maximizing their IRA growth by investing in the Grace Fund Distributrion Reinvestment Plan.  Since the IRA investor's monthly earnings must be paid to the IRA account, it makes sense to use this plan to acquire additional units of Fund ownership.  This has the effect of compounding the monthly earnings for an increased annual yield, a smart move since the investor doesn't have access to the money anyway. 

Use your IRA to invest. The Grace Fund is registered with a number of IRA custodians with Self-Directed IRA programs. If your current custodian does not have a Self Directed IRA program, check out the following companies' websites.  Note that their fees can differ substantially.

Sterling Trust Company

Alex Morris
National Representative
7901 Fishpond Road
Waco, TX 76710
(800) 955-3434 x5213
www.sterling-trust.com

Equity Trust Company

Kelly Roudabush
225 Burns Road
Elyria, OH 44036
(877) 693-8209 x168
www.trustetc.com


IRA Services

Michael McNair
Director, Investor Services
1160 Industrial Road, Suite 1
San Carlos, CA 94070
650-593-2221
www.iraservices.com


Pensco Trust Company

Allison Mortimer
VP, Marketing Manager
450 Sansome Street, 14th Floor
San Francisco, CA 94126
(800) 969-4472 x5628
www.penscotrust.com

Grace Fund Management Services, Inc
10086 Griffin Road
Cooper City, FL 33328
Tel: (954) 252-7595 • Fax: (954) 252-7576

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