For investment sponsors, advisors, and professionals
Self-directed doesn't have to be slow, complex, and expensive.
Sponsors, syndicators, and advisors send investors to Self-Directed Plans because we move quickly, cost roughly half the industry norm, and answer client questions without making anyone wait. You make the introduction. We make sure it goes well.
Every referral is your reputation.
When you point an investor toward a retirement plan provider, whatever happens next reflects back on you. A client who spends weeks chasing a status update, or who cannot get a straight answer about whether their structure permits the investment, remembers who sent them.
That is the problem we set out to solve. Every client gets an expert-curated knowledge base built to answer the questions that come up at the moment they come up, plus guided search that surfaces the right answer in seconds rather than the right department in a day. Human expertise stands behind every formation and every complex scenario. The result is a client who feels competently handled from the first day, which is the only outcome that protects the relationship you already built.
Why partners send investors here
Built to move
Digital applications, fast formation, and proactive follow-up at every step. An application takes about ten minutes, and nothing after that sits in a queue waiting for someone to pick it up.
Answers, not hold music
Clients get an expert-reviewed knowledge base and guided search around the clock, with real expertise behind the complex scenarios. Questions get resolved when they come up.
Roughly half the cost
Setup and total cost of ownership at one, three, and five years come in well below typical checkbook IRA and Solo 401(k) providers. Flat fees, never a percentage of account value.
Checkbook control that closes
Direct signing and banking authority means your investor wires from their own plan account without custodian approval standing between them and the transaction.
The right structure, not the only one
IRA LLC where liability protection matters, IRA Trust where it does not, Solo 401(k) for owner-only businesses. We route investors to the structure that fits the asset.
Built for the professionals investors already trust.
Sponsors, syndicators, and note issuers. Investors bringing retirement funds into your offering get a plan built to transact, with checkbook authority to fund directly and no custodian review sitting in the middle.
Financial advisors and RIAs. Clients who want alternative assets do not have to leave your relationship to get them. The plan holds what your client directs; you keep the planning conversation.
CPAs and tax professionals. Solo 401(k) contribution capacity, Roth positioning, and UBIT and UDFI exposure sit squarely in your lane. We handle formation and documents so your time stays on strategy.
Attorneys and estate planners. Trust and LLC documents drafted specifically for retirement plan ownership, with beneficiary and succession mechanics clients can actually follow.
We are not competing for the relationship.
We do not offer investments, sell products, or provide investment, tax, or legal advice. There is no offering on our shelf to steer your client into and no advisory relationship for us to build. That is not a policy position, it is what we are: a plan facilitator.
What we do is deliver the structure and support the plan requires, competently and without drama. Your client keeps coming to you for the advice. We make sure the vehicle underneath it works.
CISP-certified (Certified IRA Services Professional) by the American Banking Association. At the forefront of self-directed IRA facilitation since the early days, having pioneered the complete checkbook IRA LLC solution and developed the IRA Trust alternative. Self-directed investors ourselves.
Let's talk about working together.
Tell us about your firm and how your investors use retirement funds. We will follow up within one business day.