A single account holder.

Assets are held in a single account owned by a single account holder.

Two account holders. The account may be one of these types: Tenants with Rights of Survivorship, Tenancy in Common, Community Property, or Tenancy by the Entirety.

Assets are held in a single account owned by two account holders.

An individual or entity who manages an account for a minor until that minor reaches a specific age. UGMA (Uniform Gifts to Minors Act) and UTMA (Uniform Transfers to Minors Act) accounts are available to US residents only.

Assets are held in a single account managed by a single Custodian user.

Individual Retirement Account, available to individual US tax residents only.

Assets are held in a single account owned by a single account holder.

Rollover your 401(k) from a previous employer to a Traditional IRA or Rollover IRA.

Assets are held in a single account owned by a single account holder.

A legally established entity in which assets are held by one party for the benefit of another party.

A single account that is controlled by a Trustee with Settlors and Grantors.

Managed through a Trust Account

Powder Ridge Capital can manage an entire 401(k) for Small and Medium-sized businesses.

Powder Ridge Capital can also manage a portion or all of an individual’s 401(k) account if an employer’s 401(k) allows for a self-directed brokerage account.