Posted on 04/08/09 by Hilary McCarthy | Filed under Clients
Established in 1999, TAS, a division of First Regional Bank, specializes in the administration and custody of self-directed retirement accounts. Accounts administered by TAS are self-directed, giving clients a wider range of investment options, including the ability to invest in real estate, private equity, trust-deeds and other non-traditional assets with an IRA. Working individually or in concert with their legal, tax and/or financial advisors, clients can create a customized portfolio that directly meets their needs. Through TAS’ highly experienced staff, drawing on decades of industry experience, investors, advisors and product sponsors can avail themselves of the company’s comprehensive administrative, record keeping and compliance services. TAS is online at www.trustlynk.com.