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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.

  • Customized solutions for financial advisors & RIAs, investment sponsors, institutions, broker-dealers, attorneys & CPAs, and other alternative asset professions.
  • Innovative technology, custom account bundles, competitive fee structures, and the fastest investment processing times in the industry.
  • Dedicated Relationship Manager(s) who understands your business and can personalize solutions from a single point of contact. From relationship management to bulk transfers of multiple accounts/assets, to serving as successor custodian.
Who We Serve
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#1

Fastest Investment Processing Times

#1

Rated for Customer Service

#1

Fastest Investment Processing Times

#1

Ralated for Customer Service

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Connect With Our Team

Nate Hare

VP, New Accounts & Business Development
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Schedule a Call

Email – Nate

+602-609-3659

Lindsay Mersino

VP, Onboarding & Strategic Relationships
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Schedule a Call

Email – Lindsay

+602-899-9396

Bobbielynn Velasquez

VP, Business Development
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Schedule a Call

Email – Bobbielynn

+602-654-3714

Daniel Tercey

Manager, Affiliates & Sr. Account Executive
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Schedule a Call

Email – Daniel

+602-362-4964

Who We Serve

  • Financial Advisors & RIAs

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.

  • Investment Sponsors

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.

  • Private Funds

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. 

  • Attorneys & CPAs

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.

  • Institutions

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.  

  • Broker Dealers

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.  

  • Affiliates & Influencers

 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.

  • Strategic Relationships

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

Absolutely great experience working with them. Very very supportive staff and great customer service when you call. HIGHLY RECOMMEND!!

Deepa Willams

3 weeks ago

Since moving our accounts from another custodian we can only ask “Why not sooner?” Directed and in particular Alec Dyson, are responsive, answer the phone, offer valuable advice and guidance on how to get transactions done quickly and efficiently.

Andy Burt

3 days ago

Great experience with the entire team at DirectedIRA! Everyone I spoke with was eager to help and very informative. Geneva went above and beyond in processing my Roth Conversion. I recommend DirectedIRA to anyone looking for a self-directed custodian to assist with your goals of alternative investments.

Conrad Boyd

4 weeks ago

I discovered DirectedIRA through following Mat and Mark on YouTube, where they offer excellent financial advice. The process of opening an account was seamless and fast, and I was guided every step of the way by Michelle, who was incredibly patient and helpful. Currently, I’m in the process of purchasing a property, and Joe Bass from DirectedIRA has been invaluable in assisting me throughout. He’s been prompt in replying to emails and has provided top-notch guidance. The customer service at DirectedIRA is outstanding—whenever I need help, there’s always someone available to answer my questions. I highly recommend DirectedIRA for their professionalism and dedication to their clients.

Kian Mun Kong

8 weeks ago

Creating a Roth IRA has been a bit of a learning curve for me. I also wanted to have something I could invest in alternative things such as crypto currency. Directed IRA has helped me every step of the way. Their customer service is excellent and I am very happy to be working with Directed IRA.

Trinity C

18 weeks ago

I recently moved a portion of my account to a directed IRA. I am investing it into a PPM for Real Estate. I have to say the customer service is outstanding! I worked directly with Michelle Rodriguez. She was very responsive and quickly responded to all my questions. I will definitely be recommending them to all my clients!

Steve Kearney

18 weeks ago

I found these guys on YouTube, watching the many very informative videos by Matt Sorensen and Mark Kohler. I wanted to buy real estate in my IRA and Schwab does not allow this. I really liked the idea of an LLC to own my property with a bank account that I could control. I went with Mat’s full package solution from Directed IRA, KKOS lawyers, and several of their other subsidiary companies to handle each step (registered agent for the LLC, etc). I also used their recommended bank. The entire process was delivered in a confident, tightly integrated, and organized manner. Excellent work, highly recommended.

Neil Hazle

26 weeks ago

I have been doing business with Directed IRA for about 14 months. Everyone on their team has been super helpful, especially Teagan. They are all very knowledgeable and have great patience. I love that I deal with the same team members each time I need something. I would recommend Directed IRA highly and have already recommended them to friends and family.

Diane Pizzolo

27 weeks ago

My experience with Directed IRA has been stellar. I had a ton of questions and they were patient and walked me through the process at my own pace. I felt heard. Most importantly, their response time was fast when I needed answers and reached out to them. I would, and will, recommend them to friends and family.

Kelly Holtzclaw

28 weeks ago

My wife & I called and she has a lot of questions. Shane Russell was very patient with all of her question and it explained everything in layman so we could understand. We love the folks at Directed IRA Thanks Todd & Bev

Todd Eddy

29 weeks ago

Having worked with other SDIRA custodians, Directed stands out compared to others. They have reasonable fees, and great customer service. The coordination with their legal team was seamless. If you are considering the benefits of a SDIRA, I would reach out to them to at least have a conversation.

Paul Lutter

32 weeks ago

I have appreciated the training and information available on the Directed IRA podcast and youtube channel for a while now. I have finally taken the plunge into self-directing my own retirements funds and Directed IRA has made the process seamless. Thank you team for your help.

Jeff Hopper

32 weeks ago

Working with Directed IRA to open my first SDIRA has been great experience. Was able to roll over all my past 401Ks seamlessly into my new account. Everyone has been super responsive with all my questions – great customer service! Highly recommend!!!

Caroline Grant

32 weeks ago

All I can say, Mat and his team are top notch! I’ve dealt with several custodians, but never at THIS caliber! Another 5 stars to Nate Hare, the Educational Director. His vast knowledge and passion to educate my clients has made the difference. The investors are trust in using Directed IRA as their goto for rollovers and the education and clarification of the use of SDIRAs to build wealth. Thanks Nate and team.

David Maurer

33 weeks ago

Teagan was very prompt on helping me even on just answering my questions. It was an awesome experience. Very efficient! I already recommended them to my friends who are thinking of opening their Roth IRAs.

Albert Landicho

37 weeks ago

Directed IRA has helped us so much to understand and grow our accounts. I especially loved working with Teagan Chaires. What an amazing, responsive, patient and humble person she is!

Guisselle Martinez

44 weeks ago

The Self Directed IRA approach is very ideal for my situation and DirectedIRA are the experts in this part of the industry. Very knowledgeable, professional and quick to answer any of my questions. Their supplemental podcasts and online resources make it that much better. Don’t hesitate getting a hold of them because it is worth it! Thanks again DirectedIRA Team.

Kyle Skinner

50 weeks ago

Self-Directed IRA Getting Started Resources

New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.

 

Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.

 

Enter your information below to access the resources. 

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

Get Access to SDIRA Handbook Resources

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. Get access to your SDIRA Handbook resources today!

By downloading The Self-Directed IRA Handbook Resources, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

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

By downloading Beginner's Guide: How to Self-Direct Your IRA, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.

#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!

By downloading The Self-Directed IRA Handbook, you opt-in to receive marketing communications from Directed Trust Company. Unsubscribe at anytime.