We administer. You invest.
The smart way to invest your IRA or 401(k) in alternative assets.
4 Self-Directed Retirement Plans
Gain the freedom to invest in a wider range of investments like real estate and much more tax free. Learn More
Make contributions up to $63,500. Invest in alternative assets on your own without tax. Learn More
Reduce your medical expenses and invest in alternative assets like real estate. Your funds grow tax free.
Save for your children’s education tax deferred and invest in alternative assets like real estate tax free.
Do everything on our app
How We’re Different
We want to work with you
Individual, institution, or advisor—we’ll handle all your IRA or 401(k) alternative asset custody needs.
We Handle Everything
We open your self-directed bank account, handle all IRS reporting, and offer annual IRS compliance services.
Our self-directed plans have no account value fees, account management fees, or minimum balance requirement.
For Institutions & Advisors
Gain online access to client accounts and generate fees from your clients’ investments in alternative assets.