IRA Services

Trusted by over 142,500 Clients with over $10 Billion in Assets

  • About Us
    • Why IRA Services?
    • Leadership
    • News
    • Contact Us
  • Client Services
  • Log In
  • Self-Directed IRAs
    • Self-Directed IRAs
      • About Self-Directed IRAs
      • Small Business Plans
      • Rollover IRA
      • Traditional IRA
      • Roth IRA
      • SEP IRA
      • SIMPLE IRA
      • Self-Employed 401(k)
    • Open An Account
  • Alternative Assets
    • Alternative Assets
      • Alternative Assets Options
      • Real Estate
      • Promissory Notes & Trust Deeds
      • Private Equity
      • Managed Futures
      • Precious Metals
      • Equity Crowdfunding
    • Learn More About Alternative Assets
  • Advisors
  • Institutions
  • Learning Center
    • Learning Center
      • F.A.Q.
      • Prohibited Transactions
      • Fraud Protection
    • Open An Account
  • Blog
  • Forms
You are here: Home / Institutions

Sophisticated Custodial Trust Solutions That Offer Institutions More Choices and Greater Control

For over 35 years, IRA Services Trust Company has partnered with some of the most notable mid to large sized organizations and institutions across multiple industries. We provide services such as alternative asset custody solutions, rollover programs, and private fund custody solutions across a diverse set of alternative asset classes.

Individuals, Advisors, and Institutions have entrusted us with the custodial management of over $10B in assets. We offer sophisticated custodial trust solutions to give you more choices and greater control.

IRA-Services-Institutions

What We Offer

Alternative Asset Custody Solutions

Alternative asset custody solutions involve more than just reporting and record keeping. IRA Services provides services to help you manage your self-directed IRA accounts without missing a beat.

Rollover Programs

As employees leave your company they will want to preserve the tax benefits that employer-sponsored retirement plans provide. You do not want to get caught without a strong IRA custodial partner to help you through the process.

Private Equity Custody Services

Your private equity fund can greatly benefit from the services of a highly qualified custodian. If you are launching a new fund or are planning on raising capital, we can help administer your private fund.

Why IRA Services Trust Company?

An extraordinarily wide variety of alternative asset classes

Educational Programs for Association & Organizations

Competitive maintenance and transaction fees

Hassle-free streamlined process and reporting

Vast knowledge base of best practices and investment requirements

Efficient Transaction Processing

What are the alternative assets IRA Services Trust Company Offers?


Real Estate


Promissory Notes


Private Equity


Managed Futures


Precious Metals


Crowdfunding

 

The Smart Way to Raise Capital™

Open An Account

 

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

I Want To…

  • Open An Account
  • Contact IRA Services
  • Find a Form
  • Learn About Alternative Assets
  • Learn About IRA Services
  • Facebook
  • LinkedIn
  • Twitter

How Do I…

  • Join the IRA Advisor Program?
  • Manage My Account?
  • Fund My Account?
  • Know If My Transaction Is Prohibited?
  • Invest In Equity Crowdfunding?

Contact Us

IRA Services
PO Box 7080
San Carlos, CA 94070-7080

(800) 248-8447
(605) 385-0050
info@IRAServices.com

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

IRA SERVICES AND IRA SERVICES 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.

Terms of Use


© Copyright 2008-2025 IRA Services and IRA Services Trust Company


 Logo Header Menu
  • About Us
    • Why IRA Services?
    • Leadership
    • News
    • Contact Us
  • Client Services
  • Log In
  • Self-Directed IRAs
    • About Self-Directed IRAs
    • Small Business Plans
    • Rollover IRA
    • Traditional IRA
    • Roth IRA
    • SEP IRA
    • SIMPLE IRA
    • Self-Employed 401(k)
    • Open an Account
  • Alternative Assets
    • Real Estate
    • Promissory Notes & Trust Deeds
    • Private Equity
    • Managed Futures
    • Precious Metals
    • Equity Crowdfunding
    • Learn More About Alternative Assets
  • Advisors
  • Institutions
  • Learning Center
    • F.A.Q.
    • Prohibited Transactions
    • Fraud Protection
  • Blog
  • Forms