A Self-Directed IRA (SDIRA) can completely change the way you invest for retirement. As an established and respected Self-Directed IRA custodian, Madison Trust streamlines the process of setting up your SDIRA so you can pursue the exciting investment opportunities that alternative assets can provide. We call it the “Madison Trust Advantage,” a combination of clear communication, reliable support, informative resources, and readily available assistance.
Madison Trust is an industry-leading Self-Directed IRA custodian with a passion for empowering individuals to take control of their retirement investments. While standard IRAs are typically limited to Wall Street products (like stocks, bonds, and mutual funds), an SDIRA enables you to diversify your retirement portfolio by investing in alternative assets such as real estate, precious metals, and private placements.
As your Self-Directed IRA custodian, Madison Trust manages the administrative tasks, such as completing any IRS-required tax reporting and administering contributions made to our clients’ IRAs. We also serve as a critical link between you and the alternative assets you're interested in, facilitating transactions on your behalf at your direction.
Initially, Broad Financial partnered with a separate Self-Directed IRA custodian while focusing solely on entity formation. Broad Financial strives to provide individuals with the tools and knowledge to navigate the world of alternative investing with a tax-advantaged retirement account. Yet, there was a missing piece in the puzzle: a streamlined process between custodial duties and entity formation to ensure exceptional support all around. In 2014, the founders of Broad Financial launched Madison Trust to essentially be the company’s in-house
Self-Directed IRA custodian.
Our mission is to empower our clients to retire richer and have a pleasant journey getting there. This mission shapes every aspect of our operations. When you choose Madison Trust, you're not burdened with asset-based holding fees. Instead, we provide straightforward, flat-rate quarterly fees. Now you don’t have to pay more for being successful!
As you’re opening your account and while you’re managing your investments, you’ll see our commitment to client support in every interaction.
Just like a sound investment strategy, the proof is in the numbers:
The journey to a richer retirement starts with a simple step: schedule a free discovery call. This call is an opportunity to connect with one of our in-house experts committed to helping you pursue your retirement goals.
With a transparent fee structure, unwavering client support, and a wealth of industry knowledge, Madison Trust is ready to help you gain control of your retirement investing. Schedule your free discovery call today.