Business Development Team
Our business development team works with investment sponsors and advisors to streamline self-directing.
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$1.8 Billion+ Assets Under Custody
- 20,000+ Clients
- Licensed & Regulated
- Annual examination by AZDIFI bank examiners
![AZDIFI-Logo](https://directedira.com/wp-content/uploads/2020/12/AZDIFI-Logo.png)
Audited & Examined
Annual audits by outside CPA firms. Not all of our competitors are licensed, regulated, and audited.
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Single Point of Contact
Work with a dedicated Relationship Manager that understands your business to better serve your unique needs.
![EEhigh-angle-view-of-lawyer-working-with-client-in-o-2022-12-16-20-06-06-utc](https://directedira.com/wp-content/uploads/2023/03/EEhigh-angle-view-of-lawyer-working-with-client-in-o-2022-12-16-20-06-06-utc.png)
![EEbusinessman-and-businesswoman-shake-hands-after-su-2021-08-31-06-10-00-utc](https://directedira.com/wp-content/uploads/2023/03/EEbusinessman-and-businesswoman-shake-hands-after-su-2021-08-31-06-10-00-utc.png)
Custom Account Bundles
Create a seamless experience for your investors by combining our forms, to open and fund a self-directed account, with your investment documents into one e-sign package.
Competitive Fees
We offer a low, flat annual fee regardless of account value or the number of assets held and provide discounted pricing based on volume and relationship status.
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Matt Duffy
CISP
Business Development Associate
Jeff Minnick
CISP, CIP
VP, Business Development
Mark Peck
VP, Business Development
(Directed Custody)
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John DeSantiago
Client Services, Business Development
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Accounts
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Assets Under Custody
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Transactions Per Day
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