Tailored to advisors and their clients as well as family offices, Forge Trust provides administrative and custody services for a wide range of alternative assets in self-directed IRA accounts.
Forge Trust offers self-directed Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these retirement accounts. We have decades of experience in retirement account rules and regulations and work with you to invest in alternatives while maintaining tax deferred or tax free growth.
Alternative assets require greater expertise and propriety processes than publicly traded assets. With over 40 years experience we understand these types of investments, know how to navigate their operational complexities, and simplify custody for you.