Forge Trust

Put Your Forge Trust IRA To Work

Explore firms offering alternative asset investment opportunities

With your Forge Trust Self-Directed IRA, you can put your money to work across a wide range of alternative asset classes—including real estate, private equity, promissory notes and precious metals.

To help you get started, we’ve gathered a list of firms that offer opportunities you can explore. Each company provides different ways to diversify your portfolio—while you remain in control of selecting what’s right for you.

Steps To Get Started

  1. Open and fund your Forge Trust IRA.

  2. Explore the firms featured below to find opportunities that fit your strategy or bring an opportunity you've sourced yourself.

  3. Let the firm know you’re investing through your Forge Trust IRA.

  4. Forge Trust will work with you and the firm to fund your investment.

Explore Firms & Opportunities

Private Equity Promissory Notes Precious Metals Real Estate
Forge Global
Private Equity

Forge is the leading next generation marketplace to buy and sell shares of pre-IPO, unicorn private companies.

Accuidity
Private Equity

Accuidity is an Asset Management firm that enhances Access, Liquidity, and Transparency in private market investing through, instiutional index funds offering exposure to leading private companies like Space, Anduril, Ripple, and Stripe, as well as single issuer funds and early stage venture funds utilizing our proprietary data, technology, and sourcing ecosystem.

DLP
Private Equity

DLP is a private equity firm offering accredited investors the opportunity to invest in building thriving communities through real-estate backed funds.

CSI Mortgage Corp
Promissory Notes

CSI Mortgage is here to help invest your self directed IRA funds in Secured Promissory Notes backed by real estate. Investing in deeds of trust allows diversification in your retirement portfolio.  

All Star Financial Services (PLM)
Promissory Notes

PLM Lender Services, Inc. offers comprehensive loan servicing. PLM’s personalized support ensures rapid responses and accurate accounting. Additional services encompass foreclosure management, loan document preparation, and REO asset disposition, providing end-to-end solutions for real estate lenders and investors. 

Val Chris
Promissory Notes

Val-Chris Investments has been a leading provider of trust deed investments since 1975. Our seasoned team has leveraged over 100 years of combined real estate experience to manage risk through careful underwriting. 

BlueVault
Precious Metals

BlueVault is a West Coast-based dealer of gold and at discounted prices. We are also an insured depository for Forge Trust clients.

Fidelitrade (Delaware)
Precious Metals

FideliTrade Incorporated is a full-service precious metals firm and authorized purchaser of U.S Mint bullion specializing in the sales, trading, custody, and delivery of gold, silver, platinum, and palladium bullion, trusted for over 25 years. 

North American Savings Bank
Real Estate

Since 1927, North American Savings Bank (NASB) has been offering comprehensive banking services and savings solutions. We are a national mortgage lender specializing in non-QM and investment property mortgage loans. An Equal Housing Lender. Member FDIC. NMLS ID# 400039

First Western Federal Savings Bank
Real Estate

First Western Federal Savings bank is proud to be one of the nation’s leading non-recourse lenders helping investors to grow real estate portfolios inside their self-directed retirement accounts.

Getting started is easy.

Open. Fund. Invest.

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Forge Trust Co. does not give legal, tax, or investment advice, does not determine the suitability or appropriateness of any investments, and is solely a passive custodian for self-directed IRAs (SDIRAs). Nothing in this post is an endorsement or recommendation of any investment, promoter, or investment product. You should seek your own legal, tax, and/or investment advice with regard to your SDIRA. Forge Trust Co. is wholly owned by Forge Services, Inc., which is wholly owned by Forge Global, Inc. Forge Global, Inc. is wholly owned by the public company Forge Global Holdings, Inc. Forge, as included in the list above, is an affiliate of Forge Trust Co. All trademarks and logos displayed are the property of their respective owners.