Our Role

To invest in a self-directed retirement account, the IRS requires you to have a custodian, or a passive entity that executes and administers your investments.

That’s where we come in.

Before you get started, it’s important to understand your custodian’s role.

What Your Custodian Does 

  • Establish your account and ensure your data is secure
  • Coordinate and execute account actions, based on your explicit instruction
  • Perform tax reporting, recordkeeping, and other administrative duties
  • Provide you with the tools and technology to monitor your account

What Your Custodian Does Not Do

  • Provide investment, tax, or legal advice or recommendations
  • Determine the suitability of your investments
  • Monitor your account’s performance

Learn more on the Retirement Industry Trust Association (RITA) website.

A custodian that cares

We go above and beyond the industry standards so that you can invest with ease and confidence.

Knowledge & Expertise

Self-direct with confidence knowing you’re supported by over a decade of industry experience.

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Investment Options

Diversify your portfolio and invest in what you know with the broad range of alternative assets we can custody.

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Service & Reputation

Enjoy a faster and more personalized investing experience with our dedicated support teams.

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Technology & Security

Manage and monitor your account with ease using our industry-leading technology.

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Save money with low fees that won’t grow with the size of your account.

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Do you Have Questions? Let us know!

Existing Clients
(888) 855-9856
Future Clients
(888) 662-0869


With more than 34,000 clients in all 50 states, our elite team of professionals is the premier choice. We offer highly personalized service tailored to your needs, transforming your financial future.

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8880 W. Sunset Rd.,
Suite 250
Las Vegas, NV 89148


(702) 253-7565


Monday - Friday
6AM - 4PM (PST)