Announcement 2

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Announcement 2

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    Announcement 2

    Information related to Coronavirus (COVID-19) here.

    Announcement 2

    Second piece of info goes here

    WHO WE ARE

    No asset too out there. No niche too niche. The answer is yes.

    While other companies may push you into their comfort zones, we empower you to stay in yours. Your investment ideas. Your creativity. Your instincts. Why? Because we have the experience, flexibility, and client support to make any alternative investment happen. And the digital tools to make managing your self-directed portfolio easy. So go ahead. Grab a controlling interest in your future and march it down the unbeaten path. If you can find it, we can fund it. The answer is YES.

    Slide

    OUR DIFFERENCE

    Self Direction With Less Limitation

    Digital Innovation

    We are relentless in our mission to modernize and digitize a famously analog experience, building apps and platforms that make self direction easier, more streamlined and more intuitive. 

    Tireless Education

    Providing you with the knowledge and insight to succeed has always been a top priority. We continually host webinars, create content, and develop education tools that help empower and guide self-directed investors.

    Established Experience

    We have spent over 20 years building relationships and understanding the intricacies of self-directed investment that gives us the flexibility and confidence to make any client dream a reality. 

    Unique Ownership

    In an industry dominated by lawyers, we are led by a CPA and self-direction pioneers who both tirelessly work to advance client opportunity through their unique knowledge of the market and tax law.

    Slide

    A born problem solver, Bill’s journey in the Self-Directed IRA industry began when his then running partner (and future NDTCO Co-Founder), Catherine Wynne posed a question that stumped him: Why can’t my IRA invest in real estate?

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    Bill Humphrey

    CEO & Co-Founder

    Catherine’s motto has always been to “invest in what you know” and firmly believes that investors do best when they invest in what they are most passionate about.

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    Catherine Wynne

    President & Co-Founder

    Part advisor, gatekeeper, problem solver and strategic advisor, Kevin is responsible for defining and aligning all marketing, client service, operations and technology activities with the overall strategic goals of NDTCO. 

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    Kevin Dodson

    Chief Of Staff

    Aaron is Head of Strategy, Sales and Marketing where he assists the leadership team with identifying potential growth areas and helps to align sales and marketing to achieve company goals.

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    Aaron Benway

    VP, Strategy & Marketing

    Jessica began her career with NDTCO in 2009 and since then has held five(!) different positions within the company. As VP, Strategic Initiatives she applies her experience from each of her previous roles to help the company achieve its long-term objectives.

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    Jessica Brooks

    VP, Strategic Initiatives

    As the VP of Trust Accounting, Nikki oversees the operational side of NDTCO, ensuring our clients’ transactions and asset management runs as smoothly as possible.

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    Nikki Sisneros

    VP, Trust Accounting

    Wipe Divider Down

    OUR HISTORY

    A trust company that has earned its name.

    New Direction Trust Company was born from a question shared by two talented investors – If the money in my pocket can grow through investments in alternative assets, why can’t the money in my retirement account do the same?

    Back in 2001, Catherine Wynne supplemented her work as a mechanical engineer in the nuclear power field with successful property investments. Meanwhile, Bill Humphrey, a Certified Public Accountant, sought to leverage his tax knowledge and maximize the earning potential of similar real estate endeavors.

    Both investors wanted to put real estate to work for their retirement plans, but they both encountered road blocks. Most IRA and 401(k) providers didn’t allow real estate holdings, and those that did charged such exorbitant fees that it wasn’t worth the while.

    When Catherine and Bill met and discovered their common dilemma, they knew they could establish a cost-effective, educational, and customer service-based solution for self-directed investors who sought to reduce their exposure to Wall Street and pursue true retirement diversification.

    New Direction IRA was born from their shared vision. Then, after 15 years of providing the best self-directed retirement services in the industry, New Direction Trust Company ushered in a new era of efficiency and technology without sacrificing the bedrock principles that brought them this far.

    2003 New Direction IRA opened for business as an independently owned franchise of a national retirement provider, all from the humble premises of Bill’s basement.
         2006 The business expanded to new offices in Lafayette, CO and employed 10 full-time employees.
         2007 New Direction IRA acquired a self-directed retirement franchise in Hawaii to increase its national reach.
         2009 New Direction continued to grow until it moved into a larger building in Louisville, CO.
         2010 Total cash and assets under administration reached $300 million.
         2011 New Direction IRA dissolved the relationship with its franchisor to become an independent national brand with marketing capabilities throughout the United States.
         2014 Having adopted over 1,000 accounts from a franchise in Minnesota, New Direction IRA reached $1 billion in cash and assets under administration. 2018 New Direction IRA became New Direction Trust Company, a Kansas-regulated non-depository trust company based in Overland Park, Kansas with administrative offices in Louisville, Colorado.
         2003 2006 2007 2009 2010 2011 2014 2018

    2003 New Direction IRA opened for business as an independently owned franchise of a national retirement provider, all from the humble premises of Bill’s basement.
     2003     2006 The business expanded to new offices in Lafayette, CO and employed 10 full-time employees.
     2006     2007 New Direction IRA acquired a self-directed retirement franchise in Hawaii to increase its national reach.
     2007     2009 New Direction continued to grow until it moved into a larger building in Louisville, CO.
     2009     2010 Total cash and assets under administration reached $300 million.
     2010     2011 New Direction IRA dissolved the relationship with its franchisor to become an independent national brand with marketing capabilities throughout the United States.
     2011     2014 Having adopted over 1,000 accounts from a franchise in Minnesota, New Direction IRA reached $1 billion in cash and assets under administration. 2014 2018 New Direction IRA became New Direction Trust Company, a Kansas-regulated non-depository trust company based in Overland Park, Kansas with administrative offices in Louisville, Colorado.
     2018

    OFFICES

    COLORADO
    1070 W Century
    Dr, Louisville, CO 80027
    HAWAII

    500 Ala Moana Blvd Bldg 7 Suite
    400, Honolulu, Hi, 96813
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    © 2020, New Directions Trust.  All Rights Reserved. Terms of Use | Privacy Policy

    New Direction Trust Company (“NDTCO”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, NDTCO does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. NDTCO does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

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