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Why Us?

At BTA Group, we understand that you have hundreds, if not thousands, of options for establishing an IRA account, either for yourself or your business. Choosing the right IRA provider is one of the most important financial decisions you will make toward creating a secure and comfortable retirement. At BTA Group, we are focused on helping you make the best decisions possible. We offer you not only investment help, but help in selecting and managing the IRA account that is right for you.

BTA Group offers you high quality, no-load IRA investments with unparalleled service. Our business is IRAs. This enables us to focus on the unique investment needs of our clients. In addition, we offer assistance by answering questions specific to IRA accounts, such as beneficiary designation, distribution, and tax form questions.

In addition to 24/7 website account access for your individual account or the IRA based retirement plan you manage for your employees, the following are key features of our program:

  • Mutual fund screening using quantitative performance criteria, which analyzes investment performance, expenses and manager tenure.
  • A low fee IRA with unlimited trading at no additional cost.
  • 24/7 account access through the Internet and through voice response.
  • Highly Trained, Live IRA Customer Service Representatives available 7 days a week.
  • Electronic options for receiving statements, newsletters and prospectus information.

Why settle for a firm that asks you to select your own investments with no assistance; charges upfront load and transaction fees; or attempts to sell you an IRA comprised of funds that it manages, when most retirement plans offer funds from multiple fund companies in an effort to provide screened choices? No matter what size the account, BTA Group provides screened investment alternatives, assistance, and low IRA fees.

* Disclaimer, BTA Group does not provide tax or investment advice. For specific advice, see your advisor.

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