Investors
Seeking to diversify your retirement portfolio?
Ready to use IRA funds to take advantage of alternative investment opportunities?
Searching for ways to turn retirement wealth into income?
When you’re ready to use IRA funds to grow retirement wealth or turn wealth into income, consider Forge Trust for your custody needs.
Advisors
Are your clients searching for investment alternatives?
Do private market opportunities seem out of reach due to lack of available investment funds?
IRA funds may be used to invest in non-publicly traded Alternative Investments.
Forge Trust can be your partner in facilitating and administering your clients’ unique alternative investments.
Issuers
Are you in search of additional capital for your investment offerings?
Did you know that total funds in individual retirement accounts surpass $9 trillion?
Forge Trust has the technology expertise to provide custom custody solutions to meet your specific business needs.
In the six or so years my company has been working with Forge Trust, I have found them to be a solid and reputable Custodian. Because of the specialized structure we provide, my clients need a Custodian that is knowledgeable, easy to work with, and that understands the issues they face; Forge Trust has met these criteria and surpassed them. They have been integral to the success of both my clients and my company, and I would recommend them to anyone who wants the investment freedom a self-directed IRA brings.
Jordan Sheppherd
Check Book IRA
Manager
Forge Trust is an excellent service provider to Residential Capital and its investors. We work with a lot of custodians all over the country, and Forge Trust Company is by far the best to work with. Their organization is a perfect blend of professional service and personal attention. It’s truly great to have such a highly organized operation working on our investors’ behalf.
Robin Aldridge
Residential Capital
Fund Administration Manager- We have been working with Forge Trust for over six years and referred approximately 100 of our clients to set up IRAs. The low fees, high quality customer service and efficiency in processing transactions for our investors is why we’ve enjoyed working with them. I would recommend Forge Trust to anyone looking to self-direct their retirement plan.
Eric Mattingly
Diversified Metroplex Investors
Founder/President - Our company has many investors whose assets are held in their IRA’s. We deal with many custodians and, in my opinion, Forge Trust Company is by far the most pleasant, efficient and affordable. As a custodian for your IRA I would recommend them without hesitation.
Susie Parker
Lend, Inc.
Investor Relations
Why Forge Trust?
Direct client service assistance from our experienced in-house staff
Efficient and accurate transaction processing
Online access to all your accounts, 24 hours a day, 7 days a week
Reasonable and competitive fees
A company you can trust in an industry it helped start
High levels of information privacy and security