Strategic Relationships

We’ve simplified the retirement account set up and
investment process to help your clients succeed

Financial Advisor or
Financial Institution

A Fund Manager or
RIA with Private Funds

Digital Asset Providers

A Real Estate, Note or
Lending Professional

An Investment

Crypto Exchanges
& Platforms

A Private Equity or
Venture Angel Fund

A Private REIT

An Investment

An Attorney
or CPA

Crypto Private Funds

A Small Business
(LLCs, LPs and

Schedule a call with our VP, Business Development, Jeff Minnick, CISP, CIP, to see how we can work together.

What Our Clients Say About Us

Experts In Industry

Great experience working with Directed Trust company, they helped me get my IRA/Roth IRA set up quickly, funded quickly and were very diligent about verifying all the wire instructions for investments. Truly a pleasure working with them, I highly recommend them to anyone setting up an IRA or Roth IRA, especially a self-directed one! I don’t know if we can mention names here, so I will mention initials – HF – did a really superb job communicating with me and keeping me up to date!

– Tony B.

Fast Investment Processing

Great experience working with Directed Trust Company! They are very organized and paid great attention to my needs. It was a smooth and simple process setting up my account. It was the best experience I have ever had dealing with my retirement savings and setting up a new account. Excellent customer service.

– Karen S.

Best in Class
Customer Service

We have worked with Directed IRA for several years and have been very satisfied with their professionalism and level of customer service. The staff has consistently gone above and beyond to ensure that our business needs are met. Peter and Matthew are always available to answer questions and their follow-up is fantastic. We were so glad to find a firm with the infrastructure in place that allows us to direct our investments where we believe they will prosper the most. We highly recommend Directed IRA!

– Ruth Bates-Hill

Read Our 450+ 5-Star
Verified Google Reviews

Directed Trust Company Has the Expertise and Technology Resources for Your Clients

Working with Directed IRA to help your clients and prospects open a self-directed IRA and invest in alternative asset opportunities can be a major source of accessing more investors for your company. We will keep track of all IRS reporting for IRAs and the paperwork which will help simplify things for you.

Directed IRA is always looking to deliver the best possible client experience. We leveraged technology with our online application and HelloSign-enabled investment process. We’ve consolidated a multi-step exercise into one, streamlined experience.

Online Client Account Portal

Our online client portal will provide you with access to your clients’ account information, all in a single location. We want to provide you with the necessary tools so you can Meet client demands for a rich digital experience Accunet provides a  clean, intuitive digital experience to your clients across multiple devices.
  • Enable Seamless Access from Desktop & Mobile Devices
  • Deliver Clear Information Via a Clean, Intuitive User Experience
  • Provide a Holistic View of Multiple Related Accounts
  • Efficiently Deliver Key Documents

Portal Dashboard

Do You Have a Podcast or Conduct Educational Webinars or Calls?

If you have an industry-specific Podcast or host your own webinars, we would love to be a guest. In return, we have two established podcasts, the Main Street Business Podcast and the Directed IRA Podcast and Webinar series that it would be great to have you on as a guest with us. Contact Jeff Minnick by email at [email protected] to discuss further.