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

  • Thu22 Apr
    12:00PMMDT
    The Solo 401(k): A Unique and Versatile Self-Directed Account
    ONLINEJoin Chris Tanner of NDTCO as he provides an in-depth examination of solo 401(k)s. He will discuss the eligibility criteria for establishing a solo 401(k), contribution rules and limits, the personal loan feature, the mega backdoor Roth, and the UBIT-related tax advantages these plans offer. Chris has a background working with Solo 401(k) plans, so we encourage you to bring your questions!REGISTER