Invest in Non-Publicly Traded Companies or Funds

It’s easier than you think to invest your retirement money into your favorite non-publicly-traded company or fund.

Like most people, you probably never heard of this, because the traditional brokerage houses (e.g. Fidelity, Vanguard, Schwab) only hold publicly-traded funds. Madison Trust, however, only holds alternative assets like non-publicly-traded funds. Think of us as a bridge, connecting you’re your retirement account to your favorite non-publicly-traded company or fund.

At Madison

We are here for your every step of the way:

We believe in providing good old-fashioned customer service. 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 changed to provide outstanding customer service. Our clients all pay the same low (flat-rate) annual fee regardless of the amount in their IRA.

Investor woman speaking with a Self-Directed IRA Specialist about her alternative investments and shaking his hand.
Investors love working with us:

Our entire team has a positive can-do attitude. Every member of our staff has the product knowledge and professionalism to ensure a pleasant experience. We work hard to maintain our A+ rating from the Better Business Bureau.

Our Simplified Process


You will open a Self-Directed IRA with Madison Trust by completing our easy online application.​


You will fund your Self-Directed IRA by transferring or rolling over funds from a previous retirement account, such as an IRA or 401(k), or by making an initial contribution.​


You will instruct Madison Trust to send your IRA funds by check or wire to your investment.

Get Started Today!

Ready to start investing in your future?

Reach out to our team, and we’ll answer any questions you may have.
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Corporate Headquarters:
Madison Trust Company
401 East 8th Street • Suite 200
Sioux Falls, SD 57103
Mailing Address:
Madison Administration Company
One Paragon Drive • Suite 275
Montvale, NJ 07645
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
(800) 721-4900
[email protected]
F: 845-947-1212