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Fitch Carrere
Chief Marketing Officer at Choice By Kt
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Work Experience
Chief Marketing Officer
Present
Company Details
51-200 Employees
Choice by KT is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Choice by KT can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity and promissory notes as well as traditional assets such as stocks, bonds and mutual funds. Choice by KT also assists crowdfunding and marketplace or peer-to-peer (P2P) lending portals and platforms by accepting individual accounts and related fund documents, and it works with private securities marketplaces, performing API onboarding, escrow, and custody services at both the fund and individual level. For more on the firm and its custody solutions, visit retirewithchoice.com.
Year Founded
2010
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
1105 State Route 121 North Suite B Murray, KY 42071, US
Keywords
Self-Directed IRARetirement AccountRetirement InvestingMarketplace LendingAlternative InvestmentReal Estate IRA402(b) plansPrivate EquityHedge Fund CustodyFamily Offices
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