Directed IRA makes investing in alternative assets within your IRA simple and accessible. We put you in control of your IRA so you can decide how your IRA gets invested—whether that’s real estate, small business, private funds, and more. Self-directing your IRA or 401(k) has never been easier.
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.
Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI, License No TC-0947181. Annual examination by AZDIFI bank examiners.
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.
Whether you’re new to SDIRAs and are opening an account for the first time or an experienced investor looking to transfer/rollover an existing portfolio, Directed IRA provides tailored support every step of the way. Directed IRA by Directed Trust Company maintains the highest rating in the SDIRA industry for customer service with 1,000+ 5-star reviews and is ranked #1 for fastest investment processing times.
Directed IRA provides self-directed solutions for individuals, successor custodians, financial advisors & RIAs, investment sponsors, institutions, broker dealers, and more.
Directed IRA brings an un-matched ecosystem of education, services, and solutions to anyone looking to self-direct their retirement accounts.
Licensed and regulated trust company and a member of the American Bankers Association. Specializes in self-directed retirement accounts & strategies and is known for their customer service and fast investment processing times.
Nation’s highest-rated self-directed retirement account provider—helping individuals and families invest in non-publicly traded assets like real estate and private companies within their IRA or other account.
Secure and efficient custodial solutions for advisors, issuers, broker-dealers, and fund administrators looking for alternative investment support at scale.
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The industry’s #1 source for self-directed IRA news, strategies, and breakdowns. Hosted by co-founders Mat Sorensen & Mark J. Kohler.
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The authoritative guide for self-directed retirement plan investors and their advisors—with more than 50,000 copies sold.
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Annual conference for investors and professionals to learn about self-directed IRA strategies, compliance, and trends.
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Mat Sorensen and Mark J. Kohler are highly respected leaders in the self-directed IRA and tax-planning industries, each bringing decades of expertise to the table. Mat is an attorney, best-selling author, podcast host, and thought leader on alternative investments and retirement strategies. Mark, a CPA, attorney, and entrepreneur, is also a best-selling author and nationally recognized speaker focusing on tax and legal planning.
Their combined expertise has made them trailblazers in the self-directed investment space. Mat and Mark founded Directed IRA to simplify and improve upon existing self-directed retirement solutions as they assisted clients and navigated SDIRAs inside their own portfolios.
Directed IRA, established under Directed Trust Company, was officially launched in 2018 and quickly became the premier provider of self-directed IRA accounts and services Nationwide. Mat and Mark had filled a major gap in the marketplace where investors and advisors were lacking reliable, knowledgeable partners to guide them through the complexities of self-directed retirement accounts.
Directed IRA is a platform of professional expertise, user-friendly systems, and award-winning customer service for anyone looking to self-direct. Directed Trust Company serves as the backbone of Directed IRA, providing trust and custodial services as a licensed and regulated trust company. Inc. 5000 has recognized Directed IRA multiple times as the fastest-growing IRA provider in the industry.
Directed IRA & Directed Trust Company
• Founder & CEO of Directed IRA by Directed Trust Company.
• Best-selling author of The Self-Directed IRA Handbook with over 60,000 copies sold.
• Senior Partner at KKOS Lawyers and Co-Founder of Main Street Business Services.
• Featured in The Wall Street Journal, Forbes, Yahoo Finance, The Guardian, Bloomberg, and is a VIP Contributor at Entrepreneur and Cryptopedia.
• Guest Appearances on Fox, ABC, and other networks discussing self-directed retirement strategies.
• Investment News, Top 100 most influential people in self-directed IRAs.
• Founder and Host of two industry-leading events, the Self-Directed IRA Summit and the Alternative Asset Summit. Mat is a sought-after speaker and educator on self-directed topics, wealth building, and tax & legal strategies.
• Co-host of the Directed IRA Podcast and the Main Street Business Podcast with over 2.5 million downloads combined.
• 10,000+ Attorney consultations and has established thousands of LLCs, IRA/LLCs, solo 401(k)s, and s-corporations for clients.
• Owner of a popular wealth building educational channel on YouTube with 150k+ followers across social media.
• Board Member or Former Board Member, Individual Retirement Rights Association, Coalition for American Retirement, and Foundation for Entrepreneurship and Financial Literacy. Member of the American Bankers Association.
• Former instructor for the Retirement Industry Trust Association’s (RITA) self-directed IRA Professional certification program.
• Education: University of Maryland School of Law, Juris Doctor. University of Utah, BS, Economics.
• Co-Founder & Board Member, Directed IRA by Directed Trust Company
• Attorney and CPA with 25+ years of experience in tax and legal consulting and over 10,000 client consultations.
• Guest Appearances on WGN, KTLA, King 5, MSNBC and other networks discussing small business tax & legal strategies and a VIP Contributor at Entrepreneur.
• Founding & Senior Partner at KKOS Lawyers and Co-Founder of Main Street Business Services.
• Best-selling author of several books on tax and legal planning, including, The Tax & Legal Playbook, What Your CPA Isn’t Telling You, and The Business Owner’s Guide to Financial Freedom.
• Co-host of the Directed IRA Podcast and the Main Street Business Podcast with over 2.5 million downloads combined.
• Owner of a popular financial education channel on YouTube with 800k+ followers across social media.
• Creator of the Main Street Tax Pro Certification program with over 1,000 tax professional members.
• Founder and Host of several industry-leading events, Tax & Legal 360, Real Estate Tax Summit, and the Crypto Tax Summit. Mark is a nationally recognized speaker and educator.
• Officer and Board Member for The Foundation for Entrepreneurship and Financial Literacy.
• Education: Willamette University College of Law, Juris Doctor. University of Utah, M.S. Accounting.
Directed IRA & Directed Trust Company
Directed IRA is an award-winning trust company dedicated to helping individuals and institutions efficiently self-direct their retirement accounts. Our client reputation of 1,000+ 5-star reviews was earned thanks to an exceptional team of self-directed specialists who raise the industry standard for professionalism and expertise.
Tens of thousands of clients across the country trust Directed IRA with their IRAs, savings accounts, solo 401(k)s, and more, making us the fastest growing SDIRA provider in the industry. Directed Trust Company maintains a relentless focus on bringing innovation to self-directed products to cut down on investment processing times and make alternative investing easy and accessible.
At Directed IRA, the goal is clear—to lead the self-directed retirement industry by delivering unparalleled alternative investment solutions with expertise, professionalism, and care. Directed IRA remains steadfast in their promise to operate as the kind of company they would trust with their own accounts. Every client experience is held to the highest standard of excellence they can depend on.
Directed IRA stands out as a leader amongst SDIRA providers thanks to their extensive free content helping investors and advisors learn about self-directing. No one comes close to the volume of YouTube videos, guides, articles, podcast episodes, and webinars our team produces. Our goal is to continually educate all clients so we can keep moving the ball forward and invest with confidence.
Mat Sorensen, Mark J Kohler, and members of the Directed IRA team are often featured on shows like Fox, ABC, NBC, and Entrepreneur to teach about the ins and outs of retirement accounts and SDIRAs. This has led the Directed IRA Podcast, Self-Directed IRA Summit, and The Self-Directed IRA Handbook to National recognition among self-directed IRA professionals and investors.
Take Control of Your Retirement! Amazon Best Seller. 60,000+ Copies Sold
Directed Trust Company
3033 N Central Ave STE 400,
Phoenix, AZ 85012
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8 AM-5 PM (Mon-Fri) Arizona MST [email protected]
P: 602.899.9396
F: 602.899.9641
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Directed IRA is a Tradename of Directed Trust Company. Directed Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not sell investments or provide investment, legal, or tax advice. Directed Trust Company is not an FDIC-insured financial institution. Alternative investments are not insured by the FDIC; are not deposits or other obligations of, or guaranteed by Directed Trust Company or any of its divisions; and are subject to investment risks, including possible loss of the principal amount invested. While uninvested funds in certain types of Directed Trust Company accounts may be eligible for FDIC pass-through deposit insurance, certain conditions must be satisfied for such insurance coverage to apply. 2025 Directed Trust Company
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!
