People

Kelli Click

Kelli Click

Formal First Name
Kelli
Location

Kelli Click is the President of STRATA Trust Company, a leading provider of alternative asset custody and IRA administration for investors and investment professionals nationwide. In her role, Kelli plays an integral role in developing the company’s corporate strategy while overseeing institutional sales and business development efforts. For more than 30 years, she has held positions in the self-directed retirement custody space by providing investment sponsors, platforms and advisors with sophisticated custodial trust solutions that offer more investment choices and greater control for investors. Prior to joining STRATA, Kelli served as Vice President of Sales and Business Development at Sterling Trust Company. She is actively involved in the retirement industry and an avid promoter of self-directed IRAs. Kelli’s articles have also been published in Forbes, REALTOR Magazine, Texas REALTOR Magazine and INVEST Magazine, and she has been quoted in numerous national publications.

Professional Experience


Academic History

  • As President of STRATA, she brings extensive experience in IRA custody and administration for mid to large size institutions and companies.

  • Kelli offers expertise for clients in direct investments and alternative assets, including private equity, private debt, precious metals, peer-to-peer lending platforms, crowdfunding, and more.

  • STRATA specializes in holding real estate, precious metals, REITs, LPs and LLCs, private stock, promissory notes, bank stock, managed funds, investment platforms and more.

  • Kelli had a 20-year career with Sterling Trust Company, during which assets under custody grew from from $850 million to over $7 billion.

  • Kelli has served on the board of the Retirement Industry Trust Association (RITA) for over 17 years, including her former role as RITA President and Compliance Committee Chair.

  • She has written extensively about self-directed retirement plans, with articles published in REALTOR® Magazine, Texas REALTOR Magazine and INVEST Magazine.