Investment Sponsors

The Preferred Custodian

For Investment Sponsors

Tap into the largest pool of capital in the U.S

Retirement funds represent the largest source of capital in the U.S – over 30 Trillion dollars.

Madison provides the platform and tools that make it easy for investors to invest with their retirement savings.

Multiple Options for multiple needs

We provide a full suite of solutions to the business and technical challenges of raising funds through IRAs.
Need to ensure white glove service? We can assign a dedicated point of contact to work with you and your investors to guide the investment process.
Will your investors be making many small investments or time sensitive investments? We offer a range of solutions to that as well including IRA LLCs and Self Directed Solo 401ks.
Do you have specific technology requirements? Reach out to discuss – we are nimble enough to work with your needs and have forged technology solutions that work.

The Madison advantage?

Madison Trust has streamlined the process for investment sponsors. There are a lot of Custodians out there, and most of them suffer from the same common problems: confusing paperwork, heavy fee schedules, and a decidedly unfriendly approach to customer support. The brainchild of career investment sponsors, Madison Trust was established to specifically address these problems.

Procedures were simplified, paperwork was cut to the bare minimum, and fees were published in an easy to understand format. After that we put together a world class support team. When you call Madison, we guarantee a friendly, professional, and enjoyable experience.


Sponsors may contact Joshua Ashenberg, Director of Operations, to discuss the best way for your investors to access their retirement capital.
845 947 1000 ext. 332