Unlike regional custodians or those limited to specific investment types, Choice by KT's service area and investment options are nearly unlimited. The Internal Revenue Service only prohibits investments in life insurance, collectibles and S corporations. All other alternative investments are acceptable as long as they are structured properly and do not include a related party.
We service account holders in all 50 states and in several foreign countries and custody over $12 billion in assets for over 100,000 clients. Therefore, wherever your office is located, we have the capabilities, the technology and the knowledge to assist you.