New Direction Trust Company

62 Total Employees
60 Local Employees

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New Direction Trust Company helps clients use self-directed accounts to invest in alternative assets

At New Direction Trust Company, we pride ourselves on empowering our clients with the freedom to invest their tax-advantaged retirement and health savings funds in the alternative assets they are most passionate about. From real estate to startups to small businesses, if your clients can find it, we want to help them fund it.

Established in 2003, New Direction Trust Company began as a way to allow investors to diversify their retirement assets outside of the stock market and into alternative assets that they knew and understood. Today, we’re known for our personalized client service and easy-to-manage online accounts to ensure that our clients can reach their personal financial goals their way.


Technology We Use

Constant Contact
Constant Contact
EMAIL
MailChimp
MailChimp
EMAIL
Oracle Eloqua
Oracle Eloqua
LEAD GEN
Wordpress
Wordpress
CMS
Oracle CX Cloud
Oracle CX Cloud
CRM