About us
Our mission is to provide you with greater visibility and access to alternative assets. Serving more than 26,000 clients and with over $14 billion in assets under custody, we have the expertise and experience to help you get there.
Accessibility
A world of investment opportunity is available to you, with flexible options and transparent fees.
Service
Faster, more personalized experience, with a dedicated VIP Services Team that knows the industry.
Technology
Effortless account opening, funding, and investing, with an integrated and secure portal system.
Our Role
To invest in a self-directed retirement account, the IRS requires you to have a custodian, or a passive entity that executes and administers your investments.
That’s where we come in.
Before you get started, it’s important to understand your custodian’s role.
A custodian that cares
We go above and beyond the industry standards so that you can invest with ease and confidence.
Knowledge and Expertise
Self-direct with confidence knowing you’re supported by over a decade of industry experience.
Investment Options
Diversify your portfolio and invest in what you know with the broad range of alternative assets we can custody.
Service and Reputation
Enjoy a faster and more personalized investing experience with our dedicated support teams.
Technology and Security
Manage and monitor your account with ease using our industry-leading technology.
Fees
Self-direct with confidence knowing you’re supported by over a decade of industry experience.