LAUNCH YOUR IDEAL CUSTODY PROGRAM & STRATEGY

Broker Dealer Custody 

Innovative custody solutions for investment professionals looking to expand their alternative offerings through a personalized and secure broker-dealer custody platform. Directed Custody provides industry-leading solutions for businesses operating in private markets—allowing brokers to seamlessly manage their portfolios and exchange data effortlessly. 
BOOK A CALL

Expertise & Support

Leverage our team of 50+ seasoned tax and finance professionals to unlock innovative investment strategies and expand alternative offerings with confidence. Directed Custody lets you focus on growth opportunities without being burdened by the demands of managing alternative assets. 

Customized Solutions

Confidently navigate complex investment landscapes—knowing that Directed Custody has built a framework tailored specifically to your needs in the private market. Our teams offer extensive support and solutions that enable you to offer high-quality alternative investments while ensuring regulatory compliance.

User-Friendly Platform

Accessing and overseeing investments online doesn’t have to be a pain. Directed Custody offers a user-friendly platform that allows brokers to seamlessly manage their portfolios. Clients get to enjoy streamlined data exchange thanks to our partnerships with Orion Data Services & Morningstar’s ByAllAccounts platform, granting access to accurate information when making crucial investment decisions. 

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.