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Leading industry advisors helping to build your legacy.
Custodian of Self Directed IRA Accounts

Our trust department has recognized the need for clients to have a local custodian for self directed IRA’s to hold non-liquid investments including:

  • Hedge funds
  • Promissory notes
  • Real Estate
  • Oil & Gas

Delta Trust will work with you to facilitate these investments in your IRA and to provide you guidance, together with your legal and tax advisors, to assist you following the IRS rules governing self directed IRA’s.

Meet With Us

We are ready to discuss your financial needs. Scheduling a time to meet with us is simple, just click here.

Expert Spotlight
Sean Barron

Click here to read the bio of Sean Barron, CFA, CFP®, Trust Department Portfolio Manager

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