Kelli Click

As the President of STRATA Trust Company, I leverage my 35+ years of experience in the alternative asset custody space, working with financial professionals and investors across the U.S. that utilize private equity, private debt/credit, real estate, precious metals and more in tax-deferred retirement accounts.

We deliver innovative custody solutions for alternative investment capital raisers, registered investment advisors, broker dealers and HNW/UHNW investors, while upholding the highest standards of service first/client centric, transparency, integrity, stability, innovation and teamwork.
I also serve on the board of Retirement Industry Trust Association, an industry trade association focused on education, advocacy and best practices for the self-directed retirement plan industry.

Key accomplishments:
►Launch and organic growth of STRATA Trust Company, a national provider of self-directed IRA custody and administration with over $7B in AUC.
►Led the growth of a national trust company from $200 million to $10+billion in AUC, by implementing an institutional-focused sales and business development unit, which was acquired by another trust company.

Areas of expertise: Alternative investment custody, retirement account administration, self-directed IRAs, trust company formation, risk management, strategic planning, regulatory/ compliance, marketing, communication, business development/sales, relationship management, scalable solutions, customer success, and client service