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Retirement Plan Alt Assets

Diversify client retirement portfolios with the inclusion of alternative assets, powered by Directed Custody. Our teams provide custodial services—ensuring the safeguarding and efficient record-keeping of your Plan’s alternative holdings. 

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Benefits of Alternative Assets in a Group Plan

Offer a truly diversified retirement portfolio with alt assets, such as real estate and private equity. Expanding your range of asset classes alongside traditional investments like mutual funds and ETFs is a great way to diversify risk (and returns) within a portfolio.

Maximizing Retirement Portfolios

Level up the growth potential of your retirement accounts by strategically incorporating alternative assets into your investment strategy. Directed Custody has a long track record of facilitating and securing a wide variety of alternative assets. 

Alt-Asset Window for Plan Advisors & Administrators

Directed Custody offers comprehensive support for retirement plans looking to incorporate alternative assets. This includes plan language and custodial solutions customized to your needs—supported by the best customer service in the industry. 

Working With
Directed Custody.

Directed Custody (powered by Directed Trust Company) was founded by two Attorneys and their commitment to offer clients professional and innovative solutions to wealth building. Contact Us.

800+ Reviews

20K+

Satisfied

Clients Served

2 B+

In Assets

60+

Dedicated Employee Support

800+

5 Star
Google Reviews

Licensed &
Regulated

Directed Trust Company is an Arizona Trust Company licensed by the AZDIFI, License No TC-0947181.

  • $2 Billion+ In Assets
  • 20,000+ Clients Served
  • Annual examination by AZDIFI bank examiners

Audited & Examined

Annual audits by outside CPA firms.
Not all of our competitors are licensed, regulated,
and audited.