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Investment Sponsors

Tap into IRA capital to fuel your private funds like Reg D, Reg A, PPMs, Crowdfunding, and more. From rollovers to e-subscriptions—Directed IRA makes self-directing simple whether you’re in real estate, private equity, or other alternative investments.

Contact Us
See Examples
3B+

Assets Under Custody

20k+

Clients Served

2B+

Assets Under Custody

20k+

Clients Served

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Work 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

  • How We Help Investment Sponsors
  • Streamlined Set Up, Funding, & Investment Process
We manage the intricate rollover process, ensuring investors can transfer funds from their brokerage accounts to their Self-Directed accounts quickly and efficiently. Our team ensures regulatory compliance throughout, saving you valuable time and resources.
  • E-Subscription Processing

Our e-subscription capabilities simplify investor documentation, reducing administrative burdens while accelerating the onboarding process.

  • Single Point of Contact

Starting day one you’ll have a dedicated business development associate who can help you and your investors in all phases and aspects of their account. This individualized attention ensures your questions are answered quickly, your concerns are addressed, and you receive proactive insights to help you succeed.

  • Portal Access to Your Investors Accounts

Investment sponsors can have access to investors accounts where they can receive critical and timely updates as to account opening, funding, and investment status.

  • Initiate Account Opening for Clients

Directed Connect allows investment sponsors to start and pre-fill account applications for their investors who then receive an email and simply need to e-sign to initiate their account opening.

By choosing Directed IRA, you gain a custodian committed to simplifying the capital-raising process while providing white-glove service that enhances your reputation with investors. Book a discovery call today to get started with our team.

Jamison Manwaring

Co-Founder & CEO, Neighborhood Ventures

“We have over 1,000 IRA investors in 18 different real estate funds (REIT, Reg A, Reg D) and have worked with plenty of other SDIRA providers. There is nobody we trust more to send our investors than Directed IRA. Their team is the best at opening the account, getting it funded, and then invested into our deals. I can’t imagine going back to the custodians we used before finding Directed IRA.”

Julie Holly

Capital Raiser, Speaker & Podcast Host

“We’ve had a great experience working with Directed IRA and wouldn’t send our syndication investors anywhere else for self-directing needs.

The team has been so helpful, especially when our investors get to the investment portion of the process which can be overcomplicated by other SDIRA Custodians. Thanks Directed IRA!”

Josh McCallen

CEO, Accountable Equity

“At Accountable Equity, we believe that investor success begins with relationships, is sustained by exceptional service, and is elevated by a commitment to excellence. Directed IRA embodies these very same principles.

Their dedication to investor education, personalized client service, and intuitive technology empowers individuals to unlock the full potential of their IRAs—especially when investing directly in alternative assets like those we offer. This alignment in mission and values that makes us proud to refer our investor community to Directed IRA.”

Frequently Asked Questions

How can Directed IRA support investment sponsors?

Directed IRA empowers alternative investment sponsors with expanded access to IRA capital—facilitating the growth of private funds across industries. Our team helps sponsors navigate self-directed accounts and the complexities of raising capital under exemptions like Reg D, Reg A, private placements (PPMs), Crowdfunding platforms, and beyond. Our comprehensive services are designed to simplify the process and provide a seamless experience for both sponsors and their investors. Directed Trust Company performs the duties of a directed custodian and offers self-directed accounts and services.

We can provide educational webinars and training for your group or audience on how they can use their IRA or 401(k) dollars to invest in private assets such as your fund or other opportunity. We have executive level team members who are highly experienced who provide these trainings.

Directed IRA allows investments into any asset allowed by law. These investments can include real estate, private equity, energy projects (including oil and gas), and more. Our team is experienced with various Regulation D, Regulation A, private placement memorandums (PPMs), and crowdfunding models, ensuring we can address the unique needs of different industries.

IRAs are a powerful source of untapped capital with over 17 trillion dollars that can be invested into your fund. By allowing eligible investors to transfer funds from traditional accounts into self-directed IRAs, you can open up new funding streams while enabling your investors to benefit from potential tax advantages within their retirement accounts.

Directed IRA is regulated and audited, not all of our competitors are. As a self-directed custodian, we are the highest-rated for customer service in the industry with more than 1,000 5-star reviews on Google. We have the fastest processing times with an experienced team. We have the industry leading portal, Directed Connect, for account owners and investment sponsors to open, fund, and invest their accounts.

Click here to schedule a call. We’ll have an initial discovery call to understand your needs, explain our services in detail, and guide you through the onboarding process to start integrating IRA capital into your fundraising strategy.

#1 Book
on Self-Directed IRAs

Take Control of Your Retirement! Amazon Best Seller. 60,000+ Copies Sold

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