Forge Trust
Freedom To Pursue The Retirement You Envision

Saving For Retirement?

Individual investors have choices when it comes to saving for retirement

In a traditional retirement account at work or at a typical bank or brokerage your IRA investment choices are limited to a typical mix of publicly traded investments such as stocks, bonds mutual funds and ETFs.

However, the IRS also allows you to invest retirement funds in non-publicly traded opportunities. Alternative investments, typically with a long-term focus can be a good match for “long term” retirement funds.

Consider the power of an IRA that let’s you:

  • Diversify your portfolio and
  • Seek growth using non-publicly traded investments

A self-directed IRA allows you to invest in these assets

Real Estate
Real Estate

Vacant land, farmland, residential, commercial or vacation property

Notes: Secured and Unsecured
Notes: Secured and Unsecured

A promise to repay a borrowed sum of money by a specified maturity date

Precious Metals
Precious Metals

Certain gold, silver, platinum and palladium coins and bullion

Private Equity
Private Equity

Companies not publicly traded such as startups, early stage or growing companies that are raising capital

Crowdfunding
Crowdfunding

Platforms allowing access to many different types of assets such as private stock in startups

Other
Other

With a few exceptions, you can use retirement dollars to invest in almost any asset

Work with retirement account specialists

Forge Trust offers self-directed Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these retirement accounts.

We provide administrative and custody services for a wide range of alternative assets. We are experienced in retirement account rules and regulations and work with you to invest in the alternative asset of your choice while maintaining tax deferred or tax free growth.

Get secure, transparent and compliant custody of your assets

Alternative assets often require greater expertise and proprietary processes than publicly traded assets. We understand these types of investments an know how to navigate their operational complexities so you can be confident your retirement investment is handled with the proper diligence and care.

Getting started is easy.

Open. Fund. Invest.

Open an Account

Have a question? Call us at (800) 248-8447.