Why Madison Trust?
As Heard From Our Clients
Madison Trust has been a welcome relief from our two previous custodians. Private placements can be challenging, yet they have done a great job in making our transition and new investments a smooth ride. They know their business and they do a great job in supporting us as clients.
John M.
I just want to write about the great service that I have received for my Self-Directed IRA. Not only did I get great service, but I recommended their services to five of my friends. They are very easy to work with, highly professional, catch any of your mistakes on form submissions, and contact you promptly.
Taric H.
I needed quite a lot of assistance with my new account with Madison Trust. Emily E. was there for me every step of the way. Always readily available, quick to follow up, clear with instructions, super professional, knowledgeable, and friendly. She is truly an asset to Madison Trust.
Elise M.
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Disclaimer: All of the information contained in our website is a general discussion for informational purposes only. Madison Trust Company does not provide legal, tax or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Madison Trust Company or its representatives, is intended to be, or may be relied as, legal, tax, investment advice, statements, opinions or predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.
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Self-Directed IRA Investments
(Click on each to learn more)
You Have Questions? We Have Answers!
How To Set Up A Self-Directed IRA
As Seen In...
You Have Questions? We Have Answers!
You Have Questions? We Have Answers!
2
Fund
We assist you in transferring or rolling over all — or a portion — of your existing IRA, 401(k), or other retirement account, or you can make an initial contribution.
3
Invest
You instruct us to send your retirement funds to your investment of choice.
1
Open
You complete our easy
online application.
Click on each to learn more!
Self-Directed IRA Benefits
True Diversification
"Having the ability to go beyond Wall Street and invest in real estate and private lending has truly diversified my retirement portfolio!"
True Diversification
"Having the ability to go beyond Wall Street and invest in real estate and private lending has truly diversified my retirement portfolio!"
Hands-On Investing
"Buying and managing the multi-family property down the block is exhilarating, rewarding, and downright profitable!"
Hands-On Investing
"Buying and managing the multi-family property down the block is exhilarating, rewarding, and downright profitable!"
Confidence
"Investing in alternatives that I know and believe in gives me the confidence that my retirement will be the retirement of my dreams!"
Confidence
"Investing in alternatives that I know and believe in gives me the confidence that my retirement will be the retirement of my dreams!"
Financial Freedom
"Not being limited to stocks and bonds is living the American dream!"
Financial Freedom
"Not being limited to stocks and bonds is living the American dream!"
You only have one retirement — why
settle for anything less than the best?
You only have one retirement — why settle for anything less than the best?
The Power of Madison Trust
4.0 Stars
700 Reviews
4.0 Stars
100 Reviews
4.0 Stars
100 Reviews
4.0 Stars
700 Reviews
4.0 Stars, 700 Reviews
4.0 Stars, 100 Reviews
4.0 Stars, 700 Reviews
4.0 Stars, 700 Reviews
1,500+
5-Star Testimonials
15,000+
Clients
A+
BBB Rating
Assets Under Custody
$3B+
15,000+
Clients
1,500+
5-Star Testimonials
A+
BBB Rating
Assets Under Custody
$3B+