Directed IRA provides industry-leading self-directed accounts & solutions—offering expert guidance and secure custody as you navigate alternative investments.
Fastest Investment Processing Times
Rated for Customer Service
Fastest Investment Processing Times
Ralated for Customer Service
Streamline digital account creation, advisor fee coordination, client account access, and tailored fee schedules. Our team helps financial advisors, wealth managers, RIAs, and more. Learn more.
Unlock IRA capital for private funds via Reg D, Reg A, PPMs, Crowdfunding and more. Enjoy rollover facilitation, e- subscription processing, and a single point of contact. We support private fund managers in real estate, private equity, oil and gas, and other alternative investments. Learn more.
Access IRA capital with improved investor onboarding, rollover support, and incredibly fast investment processing. We assist fund managers in real estate, private credit, oil and gas, venture capital, and more.
We support the self-directed accounts & strategies that strategic advisors like to recommend for their clients. Our team helps Estate Planning Attorneys, Tax Advisors, CPAs, and more. Learn more.
Secure custody solutions for non-public assets with technology integration, preferred pricing, and flexible reporting. Our team helps institutional investors, family offices, pension fund managers, and more.
Institutional-grade custody for alternatives like real estate, private equity, and private assets. Utilize online portals, digital processing, and coordinated reporting for seamless investor onboarding and account management. Learn more.
If you’re a finance educator, influencer, or professional, who regularly refers to or talks about the SDIRA strategy you can be part of our affiliate program. The affiliate program is for thought leaders and influencers with large followings and is not for investment sponsors and capital raisers. Apply today.
Our experienced teams at Directed IRA and Directed Custody look forward to building out a solution that works for you. Interested in working with us? Schedule a call.
Directed IRA is a Tradename of Directed Trust Company and operates as a regulated trust company based in Phoenix, Arizona. Directed Trust Company follows strict capital requirements and undergoes annual outside audits by third-party CPAs.
Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI, License No TC-0947181. Annual examination by AZDIFI bank examiners.
We are a member of the AMerican Bankers Association. All uninvested customers cash is deposited with FDIC insured banks. Members of our team have the following IRA designations – CISP, CIP, and SDIP.
All personalized support and new relationships start with a phone call, which you can schedule here. Let us know your goals and challenges—detailing the support you’re needing from a self-directed custodian.
From there, our team will walk you through potential solutions and align on next steps. Each intake/onboarding process is tailored to the needs of our client.
Directed Custody is a Directed Trust Company brand and offers bulk transfer & successor custodian services, alternative asset window programs for plan administrators and plan sponsors, broker-dealer custody, and recordkeeping and fund custody solutions.
If you’re an institution, broker-dealer, or fund administrator seeking tailored custodial solutions for alternative assets—book a call with our team over at Directed Custody.
For all other business development needs, schedule a call here.
Yes, Directed IRA offers one of the most competitive affiliate structures in the self-directed space. Our relationship and marketing teams empower SDIRA professionals, educators, and influencers as they provide value to their audiences and help others navigate the world of self directing. The affiliate program is for thought leaders, speakers, influencers, and is not available to asset or investment sponsors.
Visit our Affiliate Page to learn more.
The Directed IRA business development team provides specialized resources and expertise to help advisors, asset sponsors, CPAs, attorneys, real estate brokers and agents, and other professionals maximize the benefits of self-directed accounts for alternative investments. Here are the key advantages:
By working with Directed IRA, business professionals gain a trusted ally in navigating the complexities of alternative assets inside of self-directed accounts.
Directed IRA’s business development services are designed to elevate your capabilities and help you provide clients with the highest quality self-directed experience in the market. This includes:
Yes, Directed IRA has many resources available that can elevate your knowledge of self-directed accounts and strategies.
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Directed Trust Company
3033 N Central Ave STE 400,
Phoenix, AZ 85012
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8 AM-5 PM (Mon-Fri) Arizona MST [email protected]
P: 602.899.9396
F: 602.899.9641
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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not sell investments or provide investment, legal, or tax advice. Directed Trust Company is not an FDIC-insured financial institution. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Directed Trust Company or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. While uninvested funds in certain types of Directed Trust Company accounts may be eligible for FDIC pass-through deposit insurance, certain conditions must be satisfied for such insurance coverage to apply. 2025 Directed Trust Company
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!