A Trusted Partner to Many

“Private equity and start-up capitalization for emerging technologies are a crucial part of my retirement investment strategy. Most offerings are over-subscribed requiring immediate Subscription Agreement review, disclosure completion and capital calls. Once the offering is capitalized, the window closes. CTAS has performed the necessary due diligence and compliance and met every deadline for the past 10 years. They have the experience; they prioritize and they execute.”

Medical Tech Investor | Chief Innovation Executive & Physician

“As a national speaker for the real estate industry I have emphasized the importance of a diversified retirement portfolio, especially income property and private notes. Since 2004, I have relied on Steve and the CTAS team to advise on varied IRA strategies because their tenure of experience brings to the conversation more than one option, helping me make certain the plan is right for today and 5-10 years from now. I am extremely pleased with my real estate investments through my Self Directed IRA administered by Steve and his team. On many occasions over the past 16 years, I have found Steve far more knowledgeable than many lenders, title companies and attorneys on the subject of the Self Directed IRA. Thanks Steve and I look forward to working with you for many years in the future.”

Chris Bird | National Speaker | www.chrisbirdseminars.com

“Chicago Trust enabled me to broaden the investments I could make out of my IRA, beyond what was possible through my regular financial advisor. In addition, Steve Miszkowicz’s knowledge of the relevant rule and regulations enables those investments to be made in the most compliant manner.”

SK | Silicon Valley Executive & Investor

“I am a firm believer that as a business owner, and especially a small-business owner, you must set up your retirement accounts that allow you to self-direct the assets, but I caution you to invest in what you know. My current retirement funds have enabled me to acquire numerous single-family, rentals, duplexes and fourplexes, as well as an apartment building. All the rents and revenue go back into my retirement accounts, and all taxes are deferred until I need them in retirement. What I have invested in is strong cash flow properties, so the cash flow is unlikely to go away, even if the values correct. Steven Miszkowicz and Chicago Trust have been my self-directed retirement account plan administrator for more than 10 years. The service he has provided has been truly outstanding. The recording keeping, statements, payments and acquisition documentation has been spot on. What I value most in Steve is his vast understanding of self-directing requirements and regulations, coupled with strategies to create wealth. In my experience of 20 years as a real estate broker, it’s a rare combination. I have recommended Steven to countless colleagues in the real estate field.”

Dirk Zeller | Author & National Speaker | www.realestatechampions.com

“Specifically – Steve Miszkowicz is terrific at client service. Emails are answered promptly. Documentation turnaround is quick and precise. He answers his phone calls. I am a CPA and find that Steve is a true professional!”

Jerri Thaman | CPA