Self-Directed IRA

Self-Directed IRA and Custodial Services:

  • Custodial services for self-directed IRAs (Individual Retirement Accounts)
  • Custodial services for LLCs and LPs
  • Custodial services for cryptocurrency
  • Custodial services for non-traditional assets
  • Bill pay for custodial accounts

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, mortgage-backed promissory notes, and cryptocurrency.

Peak Trust Company offers custodial services for a range of account types, including trusts with individual trustees, LLCs and LPs. For custodial accounts, Peak can hold almost any type of asset and provide recordkeeping, bill pay, coordination of tax returns, and much more.

Peak Trust Company can custody cryptocurrency for any account for which Peak has no investment discretion. This includes accounts where Peak acts in a limited capacity, such as custodial accounts, directed trusts, and instances where investment responsibility and liability are assumed by an investment trustee, investment committee, investment advisor, or the equivalent.