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View Caliber Trust's top competitors like Accuplan Benefits Services, American IRA, LLC, and Broad Financial.

Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, private funds, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, starts ups and small business, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen and Mark J. Kohler. Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure. - Regulated Trust Company by the Arizona Department of Financial Institutions. - We follow strict capital requirements required by licensed financial institutions. - Annual outside audits by third-party CPAs. - Regular examinations by our banking department regulators. - Financial institution insurance and bonding.
Phoenix, Arizona, US
Private
$24.7M Revenue
https://directedira.com/
54 Employees
The Entrust Group
Invest your 401(k) or IRA funds in real estate, private equity, precious metals, and more. All you need is a self-directed IRA (SDIRA). This type of investment account is identical to an IRA from a bank or brokerage, with one distinct advantage: rather than being limited to stocks and bonds, you’re able to invest in any asset the IRS allows. For experienced investors, this offers the opportunity for true portfolio diversification, enhanced control, and all the same tax advantages of any other IRA. Why choose Entrust? With over 40 years of experience, 24,000+ investors, and over $5 billion in assets under administration, we’re a trusted leader in the industry. Plus, our award-winning online portal allows for lightning-fast transactions and simplified account management.
Oakland, California, US
Private
$44.2M Revenue
https://www.theentrustgroup.com/
100 Employees
PENSCO Trust Company, a subsidiary of Opus Bank (NASDAQ: OPB), has been helping investors use their retirement account funds to invest in real estate, private equity and other non-exchange traded assets since 1989. As the trusted custodian of $15 billion in assets on behalf of 50,000 client accounts (as of 6/30/17), PENSCO works with asset sponsors, financial institutions, and financial advisors, as well as self-directed investors who typically have a point of view about alternative investment opportunities based on their own knowledge or expertise. To learn more about PENSCO services and investing in non-traded alternative assets, please visit www.pensco.com or call 1-866-818-4472.
Irvine, California, US
Private
$82M Revenue
http://www.pensco.com
118 Employees

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