AES Education Division provides pertinent products that educate and guide individuals, real estate professionals, franchise investors, CPA's and other advisers and financial experts who wish to understand the benefits of, and learn how to implement self directed IRA retirement investing. Over thirty five education products on self directed IRA investing at available at IRATraining.com.
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An interview by On Wall Street was conducted on Sept 1, 2004 interviewing Cordoba on Self Directed IRAs. Interview was actually conducted 4 months previously - two years before their closest competitor was in business.
In 2010 the company launched the Asset Exchange Franchise Network because of the desire from the market to be able to do business with the "local guy". Past affiliation with equity market organizations provided the company with a solid foundation to build a financial advisory firm focusing on non-traditional assets.
AES products are designed to meet the requirement of the tax-code. Specifically, AES self directed plans are compliant to IRS tax code (IRC 4975, publication 590 and code 408). To date AES is aware of 50 units (structured plans) that have been audited; all have passed the structure test. The IRS demands that these plans provide complete compliance to the code and exclusive benefit to the retirement plan. However, many competitor products that are touted as compliant products to the IRS code are merely modifications of standard business entities – they have produced problems for clients when tragedy occurs such as death or disability.
AES clients include individuals, real estate professionals, franchise investors, CPA's, other advisers and financial experts, congressional representatives, IRS employees, attorneys, television celebrities, and most consummate ‘investors’.
Asset Exchange Strategies, LLC and/or their owners have received three distinctive awards in recent years. 2009 Five Star Wealth Manager Award by Crescendo Business and Texas Monthly Magazine, 2009 and 2010 Financial Services Award by United States Commerce Association and 2010 America's Top Financial Advisor Award. As far as we know all of these awards have been by third party recommendation and all have a ‘third party’ qualification process.
Dunn and Bradstreet declare the firm to be a low credit risk company. Lexus Nexus has provided favorable third party due diligence intelligence for inquiring entities and individuals.
First in Client Satisfaction Wealth Manager for 2010 & 2009, By US Chamber of Commerce
Top Financial Advisors by Americas Top Advisors
Best in Client Satisfaction Wealth Manager for 2009" by Texas Monthly