Introducing New Direction Trust Company!

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We proudly announced the acquisition of our trust charter to become New Direction Trust Company, a Kansas-regulated non-depository trust company based in Overland Park, Kansas with administrative offices in Louisville, Colorado. We're taking our 15-year background as a self-directed IRA provider to the next level by expanding our operations for the overall benefit of our clients, all while maintaining the industry-leading standards of customer service and education that brought us this far.

Heres what this means for you:

If you're an existing client, your accounts and their holdings are in good standing with no action necessary. New Direction Trust Company is now the custodian of your self-directed IRAs. The transition will require little to no effort on your part and the titling of your current assets will remain the same in most cases. However, any investments you execute hereafter will be titled to reflect the new company name – New Direction Trust Company FBO [Your Name] [Account Type].

Business as usual...

Our office in Louisville, its staff, and our contact information remain in place (our new e-mail domain, @ndtco.com, is the only real change in this regard). You may therefore enjoy uninterrupted self-directed retirement services and unchanged fees as we proceed as a trust company.

...with exciting changes coming soon!

A trust charter opens up a suite of possibilities that will empower our clients to self-direct their financial futures to an even greater degree. Our initiatives include, among others:

  • Streamlining our onboarding process for new alternative asset providers to optimize the investment process even further.
  • Expanding our incoming in-kind transfers and rollovers of publicly traded stocks and mutual funds (the framework for which is already in place. Contact our office for details).
  • Engaging new technology to promote transaction efficiency and account security.

For more information about New Direction Trust Company, the potential implications of this change, or self-directed investing in general, please don't hesitate to call our office toll-free at 877-742-1270 (all prior extensions are still in place) or send us an e-mail at info@ndtco.com.

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