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.

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.

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

  • Tue28 Sep
    12:00PMMDT
    Debt Leveraged Real Estate
    ONLINEDid you know your IRA can get a mortgage? Join us live to learn how to maximize your purchasing power by using debt leverage in your IRA to invest in real estate. We’ll teach you how IRA financing works, a bit about loan eligibility, how to find lenders, and how using leverage may affect your returns.REGISTER