Investing through an IRA
Eligible investors in the Notes (unsecured debt securities) of Heritage Investment Services Fund, Inc. (HIS Fund) may also invest through a self-directed Individual Retirement Account (IRA). See the HIS Fund Prospectus for information on the terms of the Notes.
Goldstar Trust Company based in Canyon, Texas is the financial institution chosen to hold HIS Fund Notes in self-directed IRAs for which it is custodian. You can find out information about Goldstar Trust Company at its website www.goldstartrust.com. If you would like an information packet on establishing an IRA with Goldstar Trust Company so that you can invest in HIS Fund Notes though your IRA, you may download it by clicking the forms listed on this page or you may contact the HIS Fund office or Goldstar Trust Company and request that it be mailed to you.
HIS Fund is a 501(c)(3) nonprofit corporation and is not affiliated with Goldstar Trust Company in any way. Any information provided about Goldstar Trust Company is solely the responsibility of Goldstar Trust Company. HIS Fund disclaims any responsibility for compliance with IRA regulations, which is solely the responsibility of the IRA custodian and account holder.