List of Self-Directed IRA Custodians
PENSCO is the leading alternative asset custodian, with more than two decades of expertise in holding private equity, real estate, notes, and other non-exchange traded assets. Our services don’t end with individual investors, though. PENSCO Trust also provides solutions and services to Registered Investment Advisors, financial planners, investment sponsors, crowdfunding platforms and professional service providers seeking an alternative asset custodian for their clients.
As a self-directed IRA custodian, PENSCO is responsible for facilitating the initial investment and administering the assets in our clients’ accounts over the course of the assets lifetime. We manage the extensive recordkeeping required by the IRS and handle the reporting of contribution, distribution and investment activity within the account, including quarterly reports, processing of annual asset valuations and other documentation.
Equity Institutional services institutional clients of Equity Trust Company. With headquarters in Westlake, Ohio, Equity Trust has been the industry leader in providing alternative investment custodial services to brokers, advisors and sponsors, with more than $12B in assets under custody and/or administration.
The Equity Trust business lines and family of companies offers a wide spectrum of products and meets service needs for clients across the country, including customized custodial, administrative and trustee solutions for individuals, broker-dealers, registered investment advisory firms, clearing firms and foundations. We successfully manage four operational centers, staffed with the expertise to service clients of our retail and institutional business lines, as well as our affiliate companies, Equity Advisor Solutions and ETC Brokerage Services.
Equity Trust Company
1 Equity Way, Westlake, OH 44145
800-955-3434 option 2 | IRAServices@EquityInstitutional.com | equityinstitutional.com
Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self-direct their Individual Retirement Account (IRA). Horizon Trust provides education on self-directing and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment products.
Horizon Trust is a licensed and bonded trust company that provides clients with the opportunity to invest in a variety of investment vehicles, including non-publicly traded assets – expanding each client’s investment possibilities well beyond traditionally accepted investments in the stock market. We are committed to offering clients the flexibility to select investments that complement their investment portfolio, while providing timely funding of investments, and superior customer satisfaction.
Founded the same year as ERISA (1974), Polycomp has over 40 years of plan administration and design experience, so you can feel confident in working with someone who has been through all major law changes since the beginning, and has the experience needed to deal with all upcoming legislative changes.
A Polycomp Self-directed IRA gives you freedom of choice when it comes to investment strategy. Polycomp Administrative Services, in conjunction with Polycomp Trust Company, offers the vehicle for investing in non-traditional assets.
Polycomp Southern California
6400 Canoga Avenue, Ste. 250, Woodland Hills, CA 91367
800.736.7090 | www.polycomp.net
IRA Services Trust Company has more than 30 years of experience offering unmatched custodial and administrative services in the self-directed IRA industry. We provide experience, superior service, true diversification and low fees, giving you more choices and more control for a better retirement.
Investors choose IRA Services Trust Company as their preferred self-directed IRA custodian because we provide the highest level of customer service to all of our clients, and charge a fair and reasonable price for the services we provide. Our fees are among the lowest, if not the lowest, in the industry.
PREFERRED TRUST COMPANY, LLC (Preferred Trust) provides clients with the opportunity to self-direct their Individual Retirement Account (IRA) to invest in a variety of investment vehicles, including non-public traded assets. By expanding our clients’ investment possibilities, Preferred Trust dispels the popular notion that bank CD’s or the stock market is the only investment options for an IRA. Preferred Trust account holders prefer to invest in non-traditional products, such as real estate investments. It is our commitment to be the preferred IRA custodian by offering our clients the flexibility to select investments that complement their investment portfolio, provide timely funding of investments, and create unparalleled customer satisfaction.
Millennium Trust Company is a leading financial services company offering niche alternative custody solutions to institutions, advisors and individuals. We serve as a complement to traditional services offered by other custodians. Our innovative solutions include rollover solutions, alternative asset custody, private fund custody and advisor support services. In every case, Millennium Trust offers a wide array of investment choices and the highest levels of expertise and service.
Self Directed IRA Services, Inc. (SDIRA Services) was founded in 2008 as a wholly-owned subsidiary of Horizon Bank. SDIRA Services provides administration and custody of alternative and traditional assets in self directed IRAs for individuals and small businesses nationwide. We specialize in allowing a wide range of investment vehicles within Traditional, Roth, SEP and SIMPLE IRA accounts including, real estate, trust deeds, mortgages, tax liens, gold and precious metals, promissory notes, closely-held stocks, REITs, private limited partnerships, limited liability companies and more.
Provident is owned and operated by a team of tax attorneys and highly qualified professionals. We do not sell proprietary products and are not affiliated with any bank or financial institution. What we have to offer is personalized, timely service that assists our clients in reaching their financial goals.
The Provident approach focuses on delivering clear and concise information to our clients so that they can make well-informed decisions regarding their investments. We handle all the administrative details to assure them that every reporting detail is covered and completed on time.
Provident Trust Group
8880 W. Sunset Rd., Ste 250, Las Vegas, NV 89148
Toll-free: 888-855-9856 | Local: 702-434-0023 | trustprovident.com
First Trust Company of Onaga acts as custodian for self-directed individual retirement accounts. Our service enables customers to hold a comprehensive list of administratively feasible investments, including special assets.
The Kingdom Trust Company is an independent qualified custodian providing flexible and innovative custody solutions for individuals, investment sponsors, family offices, advisory firms, broker-dealers, and various other investment platforms. We offer fund custody, escrow, and custody of alternative assets in a self-directed IRA and other qualified and taxable accounts. Other custodians also look to Kingdom Trust to provide custody solutions that may not fit into their core competency.
Kingdom Trust is committed to remaining an industry leader in education, service, technology, and compliance. We invite you explore our site to learn more about our business and the many opportunities available to you via self-directed IRA investing.
Kingdom Trust Company
888.753.6972 | firstname.lastname@example.org
Trust Company of America is a large self-directed IRA custodian – with more than $10 billion under custody and over 100,000 client accounts. Trust Company of America was founded in 1972 (as The Franklin Trust Company), and is located in Centennial, Colorado. While Trust Company of America does offer individual self-directed IRA accounts, the majority of their business revolves around Registered Investment Advisors (RIAs).
Trust Company of America
7103 South Revere Parkway, Centennial, Colorado 80112
Phone: 303-705-6000 | www.trustamerica.com
GoldStar Trust Company is one of the nation’s leading Self-Directed IRA custodians with over twenty years of experience. GoldStar offers unique retirement solutions that allow investors to diversify their IRA portfolio with precious metals and other alternative investments. As a trust-only branch of a Texas Bank, GoldStar’s financial condition is closely monitored by the Texas Department of Banking and the FDIC.
Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the Nevada Advantage; Nevada’s favorable trust, corporate, asset protection and tax laws.
Good financial strategies start with a dream and a plan. Whether you or your clients are looking for high-end estate planning, basic trust services or want to invest in non-traditional assets within an IRA, Premier Trust offers the cost-effective, creative, flexible administrative solutions for dreams of any size and situation with a full line of personalized trust, IRA and estate settlement services.
Summit Trust Company is a self-directed IRA custodian based in Las Vegas, Nevada. Summit Trust Company was founded in 2004, and caters to high net worth individuals. Summit Trust Company was conceived as a result of the need we saw for a special kind of trust company to serve professional advisors and their clients, and because of the turmoil that was happening in the trust company industry.