Forge Trust

Over $11 billion of assets under custody

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You are here: Home / Advisors

Alternative Asset Custody Service for Advisors

Are your clients asking for investment alternatives?
Do they have an opportunity to invest in the latest start-up?
Are they looking for ways to generate additional income during retirement for returns that beat the Street?

Non-publicly traded Alternative Investments may be the answer along with a custodian who specializes in the custody and administration of real estate, promissory notes, trust deeds, private stock and private equity fund investments.

Forge Trust has decades of experience servicing financial advisors and those clients who wish to further diversify their portfolios with the addition of unique alternative investments.

We understand your business and the commitments you’ve made to your clients and we offer financial advisors service and support that complements your business.

IRA-Services-Advisors

Working with Us

Getting Started

Start a conversation with our Regional Director, Travis Majors (Travis@IRAServices.com, 408-398-4181) to identify your specific custody needs.

The Process

Once your needs are identified we will provide you with a proposal describing the various options available for addressing your requirements while creating the best possible client experience.

The Benefits

You will be assigned Account Manager from our Advisor Service team who will act as your advocate to insure that agreed upon services and service level agreements are met and expectations exceeded.

Why Forge Trust Company?

An extraordinarily wide variety of traditional asset classes

Monitor your clients account activity with 24/7 online access

Competitive maintenance and transaction fees

Hassle-free streamlined process, automation and reporting

Vast knowledge base of best practices and investment requirements

Fee Billing Service for investment providers and their investors

What types of Alternative Investments does Forge Trust custody?


Real Estate


Promissory Notes


Private Equity


Private Placements


Precious Metals

 

Help your clients reach their goals.

Advisor Forms

 

Have a question? Call us at (800) 248-8447. Or if you prefer, email us at info@ForgeTrust.com

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How Do I…

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Contact Us

Forge Trust
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@ForgeTrust.com
CCPA Requests

IRA Services, Inc., Retirement Planning Service, San Carlos, CA

FORGE TRUST AND FORGE TRUST COMPANY AND THEIR REPRESENTATIVES IS NOT A FIDUCIARY UNDER ERISA AND DO NOT OFFER TAX OR LEGAL ADVICE. DO NOT PROVIDE INVESTMENT ADVICE, DO NOT SELL INVESTMENTS, DO NOT EVALUATE, RECOMMEND, OR ENDORSE ANY ADVISORY FIRM OR INVESTMENTS. INVESTMENTS ARE NOT FDIC INSURED AND ARE SUBJECT TO RISK, INCLUDING THE LOSS OF PRINCIPAL. CLIENTS ARE ADVISED TO PERFORM OR FACILITATE THEIR OWN DUE DILIGENCE WHEN INVESTING. THE INFORMATION CONTAINED HEREIN DOES NOT CONSTITUTE LEGAL OR TAX ADVICE AND SHOULD NOT BE CONSTRUED TO APPLY TO ANY INDIVIDUAL PERSON OR SITUATION. EACH PERSON SHOULD CONSULT WITH HIS OR HER OWN PERSONAL TAX ADVISOR, FINANCIAL PLANNER, ATTORNEY OR ACCOUNTANT WITH RESPECT TO SUCH INDIVIDUAL'S SPECIFIC SITUATION AND SHOULD NOT RELY UPON THIS INFORMATION WITHOUT SUCH CONSULTATION.

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