Business Development

Simplifying Self-
Directed Solutions

Directed IRA provides industry-leading self-directed accounts & solutions—offering expert guidance and secure custody as you navigate alternative investments.

#1

Fastest Investment Processing Times

#1

Rated for Customer Service

#1

Fastest Investment Processing Times

#1

Ralated for Customer Service

Who We Serve

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.

Nation’s Leading Self-Directed IRA Custodian

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Directed Trust Company

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.

Licensed & Regulated

Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI, License No TC-0947181. Annual examination by AZDIFI bank examiners.

Audited & Examined

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

ABA Membership & Industry Credentialed Team

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.

Frequently Asked Questions

How do I work with Directed IRA’s business development team?

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: 

 

  • Expert Guidance: Our team of seasoned professionals, including attorneys and CPAs, brings deep expertise in self-directed IRAs. They offer industry-leading solutions and support for retirement accounts and alternative assets. 
  • Tailored Solutions: Directed IRA works closely with advisors, professionals, asset sponors, and institutions to create an action plan that aligns with their needs.  
  • Compliance and Security: Directed Trust Company is a licensed custodian and supports adherence to all regulatory requirements, providing peace of mind for professionals and their clients.  
  • Access to Resources: Directed IRA leads the industry in educational resources, including podcasts, books, webinars, and guides that keep financial professionals informed about emerging opportunities and best practices. 

 

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: 

 

  • Expert Guidance: Navigate advanced self-directed account strategies with confidence.  
  • Increase Efficiency: Simplify account setup, funding, and transactions for seamless operations and asset management.  
  • Secure Custody: Advanced technology and a meticulous back end ensure safe handling of alternative investments.  
  • Compliance & Legal: Our team will create efficient investment structures to build trust and deliver value to your clients—while ensuring compliance with IRS regulations. 
  • Tailored Solutions: Customized support for alternative asset investments, fully aligned with IRS compliance.  
  • Flexible Account Types: Directed IRA offers a range of accounts, including Traditional, Roth, SEP IRAs, Solo 401(k)s, HSAs, and Checkbook IRA/LLCs.  
  • Alternative Investment Options: Our team supports self-directed investments in any asset allowed by law. Including real estate, private funds, cryptocurrency, and more.  
  • Educational Resources: Directed IRA is the leading provider of SDIRA content, education, podcasts, webinars, books, etc. to expand your professional knowledge and add value to clients. 

Yes, Directed IRA has many resources available that can elevate your knowledge of self-directed accounts and strategies. 

Join 20,000+ Investors Self-Directing with Directed IRA

Beginner's Guide:
How to Self-Direct Your IRA

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#1 Book
on Self-Directed IRAs

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!

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