News #3

News #3

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Who we are

No asset too out there. No niche too niche.

While other companies may push you into their comfort zones, we empower you to stay in yours. Your investment ideas. Your creativity. Your instincts. 

We have the experience, flexibility, and client support to make any alternative investment happen and the digital tools to make managing your self-directed portfolio easy. 

So go ahead—Grab a controlling interest in your future, and march it down the unbeaten path. If you can find it, we can fund it. The answer is YES.

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Our Difference

Self Direction with Less Limitation

Digital Innovation

We are relentless in our mission to modernize and digitize by building tools and platforms that make self direction easier, more streamlined, and more intuitive. 

Tireless Education

Providing you with the knowledge and insight to succeed has always been our top priority. We continually host webinars, create resources, and develop educational tools that help empower and guide self-directed investors.

Established Experience

We have spent over 20 years building relationships and understanding the intricacies of self-directed investing, giving us the flexibility and confidence to make any investment a reality. 

Unique Ownership

In an industry dominated by lawyers, we are led by a CPA and an engineer, self-direction pioneers who work tirelessly to advance client opportunity through their unique knowledge of the market and tax law.

Our History

A trust company that has earned its name

New Direction Trust Company was born from a question shared by two talented investors: If the money in my pocket can grow through investments in alternative assets, why can’t the money in my retirement account?

Back in 2001, Catherine Wynne supplemented her work as an engineer with successful property investments. Meanwhile, Bill Humphrey, a Certified Public Accountant, sought to leverage his tax knowledge to maximize the earning potential of his real estate endeavors.

Catherine and Bill wanted real estate to work for their retirement plans, but they both encountered roadblocks. Most IRA and 401(k) providers didn’t allow real estate holdings, and those who did charged exorbitant fees.

When Catherine and Bill met and discovered their common dilemma, they knew they could establish a cost-effective and customer service-based solution for self-directed investors who sought to reduce their exposure to Wall Street and pursue true retirement diversification.

New Direction IRA was born from their shared vision. Then, after 15 years of providing client-focused self-directed retirement services, New Direction Trust Company ushered in a new era of efficiency and technology without sacrificing the bedrock principles that brought them this far.

2003 New Direction IRA opened for business as an independently owned franchise of a national retirement provider, all from the humble premises of Bill’s basement.
 2006 The business expanded to new offices in Lafayette, CO and employed 10 full-time employees.
 2007 New Direction IRA acquired a self-directed retirement franchise in Hawaii to increase its national reach.
 2009 New Direction continued to grow until it moved into a larger building in Louisville, CO.
 2010 Total cash and assets under administration reached $300 million.
 2011 New Direction IRA dissolved the relationship with its franchisor to become an independent national brand with marketing capabilities throughout the United States.
 2014 Having adopted over 1,000 accounts from a franchise in Minnesota, New Direction IRA reached $1 billion in cash and assets under administration. 2018 New Direction IRA became New Direction Trust Company, a Kansas-regulated non-depository trust company based in Overland Park, Kansas with administrative offices in Louisville, Colorado.
 2003 2006 2007 2009 2010 2011 2014 2018

2003 New Direction IRA opened for business as an independently owned franchise of a national retirement provider, all from the humble premises of Bill’s basement.
 2003 2006 The business expanded to new offices in Lafayette, CO and employed 10 full-time employees.
 2006 2007 New Direction IRA acquired a self-directed retirement franchise in Hawaii to increase its national reach.
 2007 2009 New Direction continued to grow until it moved into a larger building in Louisville, CO.
 2009 2010 Total cash and assets under administration reached $300 million.
 2010 2011 New Direction IRA dissolved the relationship with its franchisor to become an independent national brand with marketing capabilities throughout the United States.
 2011 2014 Having adopted over 1,000 accounts from a franchise in Minnesota, New Direction IRA reached $1 billion in cash and assets under administration. 2014 2018 New Direction IRA became New Direction Trust Company, a Kansas-regulated non-depository trust company based in Overland Park, Kansas with administrative offices in Louisville, Colorado.
 2018

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Offices

COLORADO
1070 W Century Dr
Louisville, CO 80027
HAWAII

500 Ala Moana Blvd, Suite 7400
Honolulu, HI 96813
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Memberships

Retirement Industry Trust Association logo
Association of Trust Organizations logo
American Bankers Association logo
ICTA logo
New Direction Trust Company BBB Business Review
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