We Live and Breathe Alternative Custody

We Believe Money is Personal

Not everyone likes to invest in the stock market. Since 2004, we’ve been on a mission to inform Americans about the true investment choices available within their retirement accounts. Once you understand our alternative asset IRAs and custodial accounts empower you to invest how and where you want, our responsive team is standing by to make the process simple, timely and accurate. We exist to serve alternative investors who want a friendly, knowledgeable and accessible ally to administer their unique assets.

We Believe Money is Personal

We Track Your Financial Victories

Taking care of the special assets you’ve chosen for your retirement investing is our pleasure. Nothing gives us more joy than offering you the most flexible investment vehicle available that enables you to direct your money exactly where you want.

Conner with Vantage Self-Directed IRAs

Partnering with the Best

Our service partners add immediate value to our client relationships by helping us make alternative investing easier at every step of the process.

UBS Logo
Sales Force Logo
HWA International, Inc. Logo
Alliance Bank of Arizona

Serving Others is Our Common Purpose

Our team members regularly participate in local and international community building activities to help make our world a better place.

Our International Philanthropic Partners

Advance Guatemala
Wheelchair Foundation
Namaste Direct
Puente Logo

Our Local Philanthropic Partners

Feed My Starving Children logo
Child Crisis AZ Logo
St. Marys Food Bank Logo
Junior Achievement Logo
ALS Association
Backpacks 4 Kids Logo
Rising Tycoons Logos
Arizona Helping Hands Logo