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Carlsbad financial services firm hits $1b mark: TASC serves as a custodian for self-directed IRAs.

Publication: San Diego Business Journal
Publication Date: 25-APR-05 		Format: Online
Delivery: Immediate Online Access
Full Article Title: Carlsbad financial services firm hits $1b mark: TASC serves as a custodian for self-directed IRAs.(Finance)(Trust Administration Services Corp.)

Article Excerpt
Finding an investment niche in the overcrowded financial services industry may be akin to discovering a clear lane on the freeway during rush hour, but Jim Wagner appears to have accomplished that feat.

As president of Trust Administration Services Corp. in Carlsbad, Wagner helped grow the 6-year-old company to more than $1 billion in assets under administration, serving more than 10,000 clients.

TASC is a custodian of self-directed individual retirement accounts for investors seeking to diversify their nest egg into such nontraditional vehicles as real estate trust deeds, limited liability companies, or hedge funds.

In recent years, many investors have been going this route, looking for ways to increase their retirement account's overall returns while diversifying their...

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