For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Forge Trust 3rd Quarter statements are now available online.

Forge Trust

For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Forge Trust 3rd Quarter statements are now available online.

For your convenience, we offer e-bill express if you would like to make a payment online. Thank you.

Forge Trust 3rd Quarter statements are now available online.

Source Capital From The Large Amounts Available In Retirement Accounts

Raising Capital For Your Next Deal?

Consider tapping into the IRA market.

Much of today’s wealth can be found in individual retirement accounts captured in traditional portfolios. In fact, the Investment Company Institute (ICI) in their fourth quarter 2020 quarterly retirement market report estimates that individual investors hold $12.2 trillion in IRAs.

Many individuals are looking for unique opportunities to diversify their retirement funds while maintaining tax deferred growth and income

Cash and liquid assets available in retirement accounts give individual investors a source of long-term funds to use advantageously for non-publicly traded, alternative investment opportunities. These long-term funds coupled with investors’ longer term time horizons gives issuers a source to tap to meet the capital needs of their longer term investment opportunities.

We are specialists in alternative asset retirement account custody

Using retirement funds to invest in alternative assets requires the use of a specialized custodian offering “self-directed” IRAs. Forge Trust offers Traditional, Roth, SEP and Simple IRAs that provide tax advantages for the assets held in these accounts.

Investors may rollover or transfer cash or assets held in existing individual retirement accounts for investment in alternative assets at Forge Trust. And we work with issuers and capital raisers to provide their investors with high quality, seamless service.

We take the complexity out of custody

Enjoy expedient, dedicated, personal service

Alternative assets require greater expertise and proprietary processes than publicly traded assets.

At Forge Trust we:

  • Understand alternative investments
  • Know how to navigate their operational complexities
  • Simplify custody for you

We provide secure, transparent and compliant account custody. Tailored to issuers and capital raisers we provide custom administrative and custody services for your investment offering.

We pay strict attention to details and deadlines

You can be confident of quick, accurate, compliant transactions and a seamless client experience

Streamlined account opening and funding saves valuable time

Our ongoing high touch service ensures the highest level of satisfaction

Investor and partner satisfaction with our service is always our top priority

We take the complexity out of custody

Alternative assets require greater expertise and proprietary processes than publicly traded assets.

At Forge Trust we:

  • Understand alternative investments
  • Know how to navigate their operational complexities
  • Simplify custody for you

We provide secure, transparent and compliant account custody. Tailored to issuers and capital raisers we provide custom administrative and custody services for your investment offering.

Enjoy expedient, dedicated, personal service

We pay strict attention to details and deadlines

You can be confident of quick, accurate, compliant transactions and a seamless client experience

Streamlined account opening and funding saves valuable time

Our ongoing high touch service ensures the highest level of satisfaction

Investor and partner satisfaction with our service is always our top priority

Working With Us

Start a conversation

Contact our Professional Services team at [email protected] to discuss your specific custody needs and how we can help.

Address requirements

Based on your needs and working together we will provide you with a proposal describing the various options available for addressing your requirements while creating the best possible client experience.

Ongoing dedicated service

Once onboard, you will be assigned a dedicated Account Manager from our Professional Services team who will act as your advocate to insure that agreed upon services and service level agreements are met and expectations exceeded.

The Smart Way To Raise Capital

Have a question? Get in touch with us at [email protected]