Self-Directed IRA

Peak Trust

Peak Trust Company offers custodial services for self-directed IRAs where clients have full investment discretion over IRA assets. With self-directed IRAs, Peak can custody a nearly unlimited range of traditional and non-traditional assets such as LLCs and LPs, and mortgage-backed promissory notes. For self-directed IRA accounts, Peak provide recordkeeping, bill pay, coordination of tax returns, and much more.