WHO WE ARE

We have the answer you’re looking for

Can you do more for your financial future than cross your fingers and hope the market goes up? Can you venture beyond traditional retirement planning and invest directly in assets of your choosing? 

When you have a self-directed partner as experienced, connected, and flexible as New Direction Trust Company, the answer is yes.

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WHAT WE DO

With a self-directed account, the world is your portfolio

No financial advisor knows you better than yourself. With a self-directed retirement account, you have the freedom to call your own shots, diversify your portfolio beyond stocks and bonds, and make your tax-advantaged retirement and savings funds work both harder AND smarter. 

HOW WE DO IT

Opportunity is always just a click away

We are on a mission to modernize and digitize the self-directed investment experience, optimizing our technology and platforms to make everything from funding your account to investing in alternative assets, well, ultra-easy.

WHY WE DO IT

Can you scramble a better nest egg? The answer is yes.

We started NDTCO with the desire to maximize the earning potential of independent investors everywhere. Today, we are proud to have played a small role in thousands of success stories, rewarding the ambition of our clients with investments in everything from real estate and private equity to aerospace and agriculture. 

Kathy took ownership in a company pre-IPO with her IRA.
Luis bought a condo complex with his IRA.
Jerry structured a loan with his IRA.

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EDUCATION CENTER

The more you know, the more your investments can grow

Essential Viewing

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Foundations of a Self-Directed IRA

Upcoming IRA Events

  • Wed26 May
    12:00PMMDT
    Thinking Beyond the 529: Creative Ways to Save for Your Children’s College Education
    ONLINESaving for your children’s education can be a wonderful way to set them up for success. College is a major investment, as the average four-year public school costs roughly $84,000, while the average four-year private college costs $188,000. While there are many ways to save for college, including Education Savings Accounts (ESAs), 529 Plans, and UGMA or UTMA accounts, the various savings plans all have different rules and benefits.

    Join Seth Rosenberg CLU®, CFP®, LUTCF®, GFS® with Ability First Financial to learn about lesser-known yet highly effective ways to save for your children’s education, and more importantly WHY you should consider them. If you have children or grandchildren who plan to attend college, this webinar is for you.
    REGISTER