Investing in Hedge Funds

Investors who use self-directed IRAs can use cash from the accounts to purchase shares in hedge funds. Investing in hedge funds can provide the account holders tax-sheltered retirement income and widespread diversity in their retirement portfolios.

Hedge fund investment strategies include:

Global Macro


Event Driven

Relative Value (Arbitrage)

Examples of hedge fund asset classes:


Fixed Income



Hedge funds are typically made available only to sophisticated and accredited investors and, except in limited circumstances, cannot be offered or sold by means of general advertising. Hedge funds are subject to regulation by the U.S. Securities and Exchange Commission and/or the appropriate state securities administrator. Investors should retain independent financial and/or legal counsel to evaluate the risks and merits of investments in any hedge fund before investing.

Contact Midland IRA today to find out how you can open an account and begin self-directing your IRA today.