About Us

About Us

  • We are a boutique trust company whose exclusive focus is Self-Directed IRAs.
  • We make it easy for our clients to invest their retirement money into alternatives.
  • We place a special emphasis on working with startups, fund managers & investment advisors.

Competitive Advantages

  • We always answer our phones – and provide great client-support.
  • We charge everyone the same low (flat-rate) annual fee regardless of the amount in their account.
  • We don’t outsource anything, we do everything in-house (especially our client-support).
  • Since our inception, we’ve maintained a 97% client retention rate – which we are very proud of.


  • We have in excess of $1.25 billion in assets under custody.
  • We currently have 30 employees.


  • We are headquartered in Sioux Falls, SD and regulated by the South Dakota Division of Banking.
  • Our administrative offices are located in Rockland County, NY (45-minute from NYC).


  • We entered the Self-Directed IRA industry in 2009 with the founding of Broad Financial, a facilitator of IRA LLCs (also known as Checkbook IRAs).
  • We founded Madison Trust Company in early 2014 to expand our offerings.

Client Reviews