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.