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Investment Sponsors Hub

The Resource Center for Raising Capital with Self-Directed IRAs

Experience an Upsurge in Funding with Madison Trust

By offering both new and existing investors a streamlined process to invest in your fund through Madison Trust's Self-Directed IRA, Investment Sponsors can increase their AUM. Interested in how to raise capital with Self-Directed IRAs? Schedule a call with our Sponsors Team to learn more.
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How Much Capital Have We Helped Raise?

2014
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2018
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2023
Interested in learning how we can increase your AUM? Schedule a free discovery call!
Schedule Your Free Call

Who Do We Help?

You have questions? We have answers!

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.
Schedule Your Free Call

Meet the Sponsors Team

Dana Udumulla

Head of Strategic Relations
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Nicole Capurso

Senior Strategic Relations Executive
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Zachary Silver

Strategic Relations Executive
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Cristian Torres

Strategic Relations Executive
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Resource Center

What Can We Provide Your Investors? The Madison Trust Advantage

Incredible Client
Support

Madison Trust was created with one goal: to give retirement investors an amazing financial experience. Our service-based model is designed so our clients always speak to a live and knowledgeable representative.
Dollar bill to represent growing your retirement savings in a tax-advantaged account like a Self-Directed IRA.

Straightforward
Fees

Madison Trust's flat rates are amongst the lowest in the industry; we never charge asset-based holding fees.
Person with an idea lightbulb near their head to show that it is important to conduct due diligence before investing in alternative assets with a Self-Directed IRA.

Industry
Knowledge

Madison Trust Specialists complete rigorous CISP training and have a deep understanding of a variety of alternative asset classes. Our Specialists are equipped to field any questions about Self-Directed IRA's.
20000+
Empowered Clients

$4.8B

Assets Under Custody
2000+
5-Star Testimonials
95%
Client Retention

As Featured In

Diversify Your Funding Sources 
with Self-Directed IRAs

Many retirement account holders are unaware that they can utilize their savings to invest in intriguing opportunities that require resources. Self-Directed IRAs can serve as a tool to shorten the distance between available capital and your investment needs. Discover how diversifying your incoming capital can strengthen the foundation of your fund with our comprehensive webinar.

How it Works: Raising Capital with Self-Directed IRAs

Our streamlined process is optimized so that your investors can move their retirement money into your fund within a two week timeframe.
1

Open

First, a new or existing investor can open a Self-Directed IRA with Madison Trust by completing our easy online application.​

Investor Standing Holding Check Icon to show placing an investment with a Self-Directed IRA.
2

Fund

Next, your investor will fund their Self-Directed IRA by transferring or rolling over funds from an existing retirement account, such as an IRA or 401(k).

3

Pre-Approve

Madison Trust will pre-approve your investment documents to streamline the process and create a hassle-free experience for your investors.

4

Invest

Finally, your investor will instruct Madison Trust to wire their retirement money directly to your fund.

For step-by-step instructions on how to pre-approve an investment with Madison Trust, please visit out flowchart below.

How To Pre-Approve an Investment with MTC

Ready to Raise Capital with This Widely Untapped Resource?

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.
Schedule Your Free Call

View Our Latest Webinars

Investment Sponsor Highlight: How Multi-family Investing Can Help Hedge Against Inflation

Madison Trust was joined by Chris Collins, Amity Cash Flow’s Founder and Managing Partner to explore how multifamily investing can potentially offset inflation. Discover the benefits of investing in a multifamily property and possible opportunities for involvement (including through a Self-Directed IRA). Don't miss this focused session, where you can gather valuable insights in just 45 minutes.
View Webinar Replay

Investment Sponsor Highlight: Exploring Real Estate Credit

Madison Trust was joined by Eugene Poverni, Poverni Sheikh Group’s CEO, and Eduardo Karpat, Poverni Sheikh Group’s Principal and Credit Committee Member. Together, they will explore the unique advantages of real estate private credit and possible opportunities for involvement (including through a Self-Directed IRA).
View Webinar Replay

Investment Sponsor Highlight: Exploring Multi-Family Real Estate

Join Paul Poteet (CEO and Founder of Surge Investment Group), hosted by Madison Trust, to learn about multi-family entitlement, development, construction, and possible opportunities for investing (including through a Self-Directed IRA).
View Webinar Replay
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Ready to Get Started?

Schedule a call with one of our dedicated Sponsors Team Specialists to learn more about this exciting opportunity to raise capital.
Schedule Your Free Call

Explore Our Latest Blogs

An image of stem cells from the perspective of a microscope, indicating that Cellular Engineering Technologies utilizes stem cells for a vast amount of their research products.

Investment Sponsor Spotlight: Cellular Engineering Technologies

Investing your retirement savings into private business ventures centered around worldly improvement can be rewarding personally. As a life science tools company, Cellular Engineering Technologies, based in Coralville, IA, commercializes human cells and advanced proteins to support researchers and lower the development cost of new therapies, ultimately accelerating disease research and improving health outcomes. Learn more from our latest Investment Sponsor exposition.    
Read More
A man stargazes and watches a shooting star soar into the sky, indicating that with Sapphire Star Capital, you can reach for the stars.

Investment Sponsor Spotlight: Sapphire Star Capital

With a meticulous concentration on potential growth-oriented investment opportunities and risk mitigation, Sapphire Star Capital is an Investment Advisor dedicated to remaining disciplined and steadfast in their approach. Having experience traversing across a mixture of financial markets, their primary aim is to maintain their clients’ stability and create potential, substantial returns.
Read More
A prospective investor downloads the innovative Pave Finance AI app.

Investment Sponsor Spotlight: Pave Finance, an AI Based App

Imagine a knowledgeable investment advisor singlehandedly designing your portfolio. Their expertise could possibly render a customized selection of investments likely to exhibit consistent returns. What if artificial intelligence could replace an investment advisor? For this month’s Investment Sponsor Spotlight, technology innovator Pave Finance has entered the limelight to showcase what may soon stir the financial industry.
Read More
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Start a Conversation Today

Schedule a call, or call us at (845) 385-5775 and one of our Madison Trust Specialists can help you get started!

Schedule a Call
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
Hours:
Monday - Thursday: 9:00AM - 6:00PM EST
Friday: 10:00AM - 4:00PM EST
Saturday/Sunday: Closed
Contact:
(800) 721-4900
[email protected]
F: 845-947-1212
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