Bonded and Insured Fiduciary
We are a bonded and insured fiduciary and protecting exchange funds is our highest priority. As described above, we offer access to FDIC insured IntraFi accounts, and also offer a dual verification service where a representative from the bank will call you before releasing any wire to a third party (we charge a fee for setting up this type of account). Finally, we offer qualified trust accounts in the rare instances where a client might request them.
We have helped our clients complete thousands of exchanges since our founding in 2007 and have a perfect record of protecting our clients’ exchange funds.
Strategic 1031 Exchange Advisors, LLC, a Georgia limited liability company, is a qualified intermediary for 1031 exchanges only. It is not an accounting firm, law firm or registered investment professional and therefore is not qualified to give accounting, tax, legal or investment advice, and, further, cannot act in an agency capacity on behalf of its clients. This website is for informational purposes only and does not and is not intended to constitute accounting, tax, legal or investment advice. We advise you to consult with your accountant, attorney and investment professional on all matters related to your exchange.