Sirius Point Solo WEBLOGO
 

Opening an account is easy!

You can apply for a new account by contacting the investment advisor for an application. The investment advisor will be able to determine if your investment meets the qualifications for an account and can provide the documents for the Limited Partnership investment.

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Account Types & Services

Sirius Point has many types of accounts to meet your investing needs. Below is a list of account types we offer. If you are unsure of what account you need, shareholder services can help you select the most appropriate account to reach your goals.

  • Individual
  • Joint
  • Individual IRAs and Roth IRAs
  • SEP IRAs
  • Custodial Accounts (UTMA)

Account Types & Services

Sirius Point has many types of accounts to meet your investing needs. Below is a list of account types we offer. If you are unsure of what account you need, shareholder services can help you select the most appropriate account to reach your goals.

  • Individual
  • Joint
  • Individual IRAs and Roth IRAs
  • SEP IRAs
  • Custodial Accounts (UTMA)

Opening an account is easy!

You can apply for a new account by contacting the investment advisor for an application. The investment advisor will be able to determine if your investment meets the qualifications for an account and can provide the documents for the Limited Partnership investment.

This email address is being protected from spambots. You need JavaScript enabled to view it.

Personal Accounts

Personal Accounts

Sirius offers individual and joint investment accounts. You can access your accounts online or by phone, and you can tie-in your checking or savings accounts to make investing even simpler. Our automatic investment plan allows you to add funds by a direct transfer from your checking or savings into your investment account on a regular basis. Once the investment is received at Sirius Point, it will be automatically added to your holdings.

Personalaccounts
 

Sirius offers individual and joint investment accounts. You can access your accounts online or by phone, and you can tie-in your checking or savings accounts to make investing even simpler. Our automatic investment plan allows you to add funds by a direct transfer from your checking or savings into your investment account on a regular basis. Once the investment is received at Sirius Point, it will be automatically added to your holdings.

IRA Accounts

IRA Accounts

Sirius offers both individual IRA and Roth IRA accounts to manage your retirement investment needs. Sirius Point partners with a custodian bank to establish the IRA accounts and invest in the fund, or you can use your own custodian bank and make the investment via Self-Directed IRA services that permit investment in private, alternative funds.

You can sign up for an automatic investment plan for your IRA, which allows you to make regular contributions throughout the year. The custodian bank will keep track of how much you contribute each year.

Sirius Point IRAs can also accommodate distributions. If you are age 59 1/2 or older, our shareholder services partner can assist with calculating distributions for you. Contact us for more information about distributions.

Do you have a 401K Plan you need to roll over into an individual IRA? Sirius Point can help with your rollover. Contact us for more information about how to transfer your 401K to an IRA account.

Sirius Point also accepts SEP IRA plans. Check with your employer to see if they will agree to have your SEP IRA with our private fund.

Contact Us

 

Sirius offers both individual IRA and Roth IRA accounts to manage your retirement investment needs. Sirius Point partners with a custodian bank to establish the IRA accounts and invest in the fund, or you can use your own custodian bank and make the investment via Self-Directed IRA services that permit investment in private, alternative funds.

You can sign up for an automatic investment plan for your IRA, which allows you to make regular contributions throughout the year. The custodian bank will keep track of how much you contribute each year.

Sirius Point IRAs can also accommodate distributions. If you are age 59 1/2 or older, our shareholder services partner can assist with calculating distributions for you. Contact us for more information about distributions.

Do you have a 401K Plan you need to roll over into an individual IRA? Sirius Point can help with your rollover. Contact us for more information about how to transfer your 401K to an IRA account.

Sirius Point also accepts SEP IRA plans. Check with your employer to see if they will agree to have your SEP IRA with our private fund.

Contact Us

Custodial Accounts (UTMA)

Custodial Accounts (UTMA)

Custodial accounts are used for the benefit of a minor child instead of a trust account. Each account can have one custodian to act for the minor child, but contributions are unlimited and can be made by anyone on behalf of the child. Contributions lower than the maximum annual gift amount can be exempt from gift tax, allowing dollar-for-dollar to be invested. Contributions can also be made monthly using an automatic investment plan.

Custodial accounts are used for the benefit of a minor child instead of a trust account. Each account can have one custodian to act for the minor child, but contributions are unlimited and can be made by anyone on behalf of the child. Contributions lower than the maximum annual gift amount can be exempt from gift tax, allowing dollar-for-dollar to be invested. Contributions can also be made monthly using an automatic investment plan.