We understand that every individual has unique needs and that there is not a one-size-fits-all IRA custodian. Some may prioritize online visibility, others value financial education tools and some prefer a one on one relationship with a dedicated account manager. We have relationships with the top IRA custodians in the country and our team of experts are here to help you find the best custodian for your needs. Learn more below:
- Advanta IRA is the first choice of investors who want unparalleled, one-on-one service for their self-directed retirement plans.
- Advanta is a leader in self-directed account administration with over $2 billion in assets under management and 20 years of experience.
- Unparalleled customer service: Each client has a dedicated account manager to handle all aspects of their account throughout the investing process.
- Cutting-edge education: They provide weekly seminars and webinars, blogs, case studies, and videos to help you maximize your retirement investments.
- FDIC protection: All uninvested cash in your Advanta IRA is held exclusively in FDIC insured institutions, up to applicable limits.
- Equity Trust empowers individual investors and financial professionals by removing the barriers to financial freedom
- As an IRS approved custodian, Equity Trust fulfills the custodial and administrative duties required for each type of investment account you hold.
- Equity Trust has over $36 billion in assets under management.
- With an Equity Trust account you have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, you can invest in traditional assets such as stocks and mutual funds – all through a single custodian.
- Equity Trust is connected to Dillon Gage and Allenhouse Metals through IRAConnect; a proprietary program that allows individual investors and investment professionals to make precious metals transactions directly in their account and industry leading pricing.
- Kingdom Trust is an independent qualified custodian regulated by the South Dakota Division of Banking. We specialize in unique and innovative custody solutions for individual investors, investment sponsors, family offices, advisory firms, broker-dealers and various other investment platforms.
- They currently serve over 100,000 clients and have over $12 billion in assets under custody.
- Kingdom Trust assists institutions and funds in ensuring investor transparency by providing a simple and cost-effective solution for Dodd-Frank and other regulatory and compliance issues.
- Our people and our technology make Kingdom Trust the best customer service provider in our business. We pioneered online account opening for the Self-Directed IRA industry by offering the first online account opening system. In just a few minutes, you can fill out and submit our simple account form, and we require no initial physical paperwork nor a wet signature.
- Kingdom Trust is connected to Dillon Gage and Allenhouse Metals through IRAConnect; a proprietary program that allows individual investors and investment professionals to make precious metals transactions directly in their account and industry leading pricing.