History

Madison Trust Company

History

The Broad Group started with a simple idea: provide retirement investors with a sensible and positive investing experience. Our first goal was to empower investors and give them the tools they needed to create their own prosperity. This was accomplished in 2009 with the launch of the Ultimate IRA. The Ultimate IRA was a fully self directed retirement account which allowed investors to place retirement funds in the assets that they found to be most profitable. It differed from standard self directed platforms with its unique feature of Checkbook Control. This feature cut out the paperwork and fees that normally accompanied self directed IRAs and allowed for real time hassle free investing.

Our second goal was to offer investors sensible assets that could provide solid returns without the Wall Street roller coaster. This was accomplished with the Broad family of funds. These funds were developed to focus on underserved assets in the investment arena. The assets chosen all follow simple yet profitable business models, and provide investors with the peace of mind that comes from financial sensibility. These funds include the Stonefield Tax Lien Fund, the Broad Insurance Strategies Fund, and the Broad Real Estate Fund.

Our third, and perhaps most important, goal was to streamline the custodial platform. The custodian interface has traditionally been the bottleneck in the investment process. It has caused investors undue frustration with its paperwork, slow delivery time, and constant prohibitive fees. Madison Trust was formed to find solutions to these problems, and provide its clients with smooth responsive administration. Madison accomplishes this with a highly educated support staff, investor friendly fee schedule, and we strive to provide the fastest turnaround time in the industry. With these and other sensible industry innovations, we’re bringing new prosperity to the self directed market.

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