Business Development Team

Our business development team works with investment sponsors and advisors to streamline self-directing.

Investment Sponsors

Institutions

$1.8 Billion+ Assets Under Custody

  • 20,000+ Clients
  • Licensed & Regulated
  • Annual examination by AZDIFI bank examiners

Audited & Examined

Annual audits by outside CPA firms. Not all of our competitors are licensed, regulated, and audited.

Single Point of Contact

Work with a dedicated Relationship Manager that understands your business to better serve your unique needs.

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.

Matt Duffy

CISP

Business Development Associate

Jeff Minnick

CISP, CIP

VP, Business Development

John DeSantiago

Client Services, Business Development

Accounts

Assets Under Custody

Transactions Per Day

Dedicated Employee Support

Are you a content creator, influencer, educator, CPA, attorney or other financial professional?
Click below to learn more about joining our affiliate program to become a Strategic Partner.