The Internal Revenue Service (“IRS”) requires that the annual valuations be completed by a qualified, independent, third-party IRA valuation expert or company. Qualified, independent, third-party valuation experts must be at arm’s-length from both you and the investment. Valuations provided by the General Partner or Manager of the alternative investment are not considered independent and do not meet the IRS requirements. J&M Asset Management, Ltd is a qualified, independent, third-party expert with over 80 collective years of experience in providing valuations of privately held alternative assets.
About J&M Asset Management
J&M Asset Management provides valuation and review services for individuals, banks, trust companies, fiduciaries and private businesses. Since 1996, J&M has specialized in preparing valuations and completing reviews of privately held / alternative assets.
490 Pennsylvania Ave.
Glen Ellyn, IL 60137