Fund Managers

Madison Trust Company

Fund Managers

We make it easy for Fund Managers to accept their investors’ IRA money. Additionally:
We always answer our phones
We believe in providing good old-fashioned customer service. Although we don’t have rotary phones, we do pick up the phone whenever it rings (during business hours). We care about each and every client, and live by the mantra, “It’s not the employer who pays the wages, they only handle the money, it’s the customer who pays the wages.”

Our fees are fixed at a low rate (they’re never asset-based)
We don’t believe that asset-based holding fees need to be charged in order to provide outstanding customer service. Our clients all pay the same low flat-rate annual fee regardless of the amount in their IRA.

We make you look good
It’s easy for us to make you look good because our exclusive focus is on Self-Directed IRAs. That’s all we do and we actually do it quite well. Your clients’ experience will be seamless because our process is simple and our employees are very friendly. We encourage you to give us a try – you’ll be glad you did.


To learn more, call us at (800) 721-4900

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