Self-Directed IRA Custodial Services
Core Custodial Services
Foundation Trust Company, LLC serves as an institutional Custodian for alternative assets held in Self-Directed IRA Accounts. We hold nominal title to real estate, private loans, private stock, precious metals and a wide variety of other vehicles for the benefit of our Self-Directors, enabling them to control and expand their investment opportunities.
Governing law requires assets held in IRA’s to be titled in the name of an independent, qualified Custodian. Conventional investments like stocks, bonds and mutual funds are typically custodied by traditional investment brokerages because these assets are readily traded on public exchanges. Unlike the stock market, however, alternative assets generally don’t have ready-made markets, so buy-sell transactions are less automated, and proper titling is more involved. Accordingly, traditional investment firms tend to shy away from alternative assets, creating a demand that Foundation Trust Company is uniquely situated to meet.
Our associated Administrators handle all administrative functions for the Self-Directed retirement accounts, while Foundation Trust provides the custodial aspects and ongoing operational oversight. Once a client establishes a Self-Directed IRA account (typically online), the Administrators:
- Process transactions per the Self-Director’s written directives.
- Maintain complete records of all account activity.
- Provide at least quarterly account statements.
- File appropriate IRS reports.
- Ensure compliance with IRS and DOL requirements.