Self-Directed Brokerage Accounts

Professionally Managed

SBC Financial Services

Alternative Investment Opportunities

An SDBA (Self-Directed Brokerage Account) is an alternative type of investment account within an employer-sponsored retirement plan, such as a 401(k), 403(b), or 457. SDBA’s allow individuals like you to invest in a wider range of securities beyond the standard plan offerings. If done correctly, this approach can have a large impact on your retirement savings.

At SBC Financial, we offer you the opportunity to have your SDBA reviewed for peak performance, and strategically maintained by our dedicated team of professionals.

Watch our video to learn more about SDBA’s and scroll below to find out if an SDBA is the right next step for your retirement!

Key Components of an SDBA

  • Allows for expanded investment options, not typically accessible through a standard retirement plan.

  • Provides you with more control over your retirement savings.
  • Presents the opportunity for higher returns by providing more diversified investment options.
  • Requires active management, which would be maintained on your behalf by your dedicated advisor at SBC Financial.

Is an SDBA right for you?

If you’re interested in:

  • Greater flexibility for your retirement investments.

  • Diversification beyond the standard retirement plan.

  • The ability to tailor those investments to your own individual risk tolerance.

Fill out the form to get started with SBC Financial today!

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