Financial Advisors and RIAs

Assisting clients in building their wealth and planning for
their futures is kind of a big deal. They need you, and you
may need us.

At some point, nearly every RIA or FA or CFP gets the big question: “How do
I invest in property/crypto/private business with my 401(k)?”
Instead of turning them away, why not offer them a solution with the leading self
directed IRA provider?

Informed team members.

Our team has over 30 individuals that have earned their CISP accreditation from the ABA. Amongst our leadership team and staff, we share over 30 years of experience in the self directed IRA industry. We’re ready to earn your trust, and your clients’.

Regulated by the state of Arizona.

Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI. The bank examiners of the ASDIFI complete an examination of our practice annually. We also have an annual audit completed by an outside CPA firm.

Alternative Investments are our specialty.

We’re here to help guide our mutual clients in navigating the ins-and-outs of private investing through IRAs, Solo(k)s, HSAs, and more. Our clients invest in their choice of asset ranging from real estate to cryptocurrency, trust deeds to farm animals.

We respect the relationship you have with your clients, and we would love to align ourselves with you and your firm to open more doors for everyone.

Investment sponsors: Learn more about building a strategic relationship with us.

Book a call with the VP of Business Development
Jeff Minnick, CISP, CIP


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