We’ve simplified the retirement account set up and
investment process to help your clients succeed
Financial Advisor or
A Fund Manager or
RIA with Private Funds
Digital Asset Providers
A Real Estate, Note or
A Private Equity or
Venture Angel Fund
A Private REIT
Crypto Private Funds
A Small Business
(LLCs, LPs and
Schedule a call with our VP, Business Development, Jeff Minnick, 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
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
Directed Trust Company Has the Expertise and Technology Resources for Your Clients
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
- 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
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.