Directed IRA provides industry leading self-directed IRA accounts to investors across the U.S. Most account holders at Directed IRA are using their retirement plan funds to invest in non-publicly traded investments such as real estate, LLC/LP, IRA/LLCs (aka, checkbook control IRAs), precious metals, notes, and Bitcoin and cryptocurrency. Directed IRA is a trade-name of Directed Trust Company and was founded by tax attorneys Mat Sorensen, CEO, and Mark J. Kohler, CFO. 

Our founders are well-known authorities in the field who have been advising self-directed clients since 2005. Here are some details of our business structure.

- Regulated Trust Company by the Arizona Department of Financial Institutions.
- We follow strict capital requirements required by licensed financial institutions.
- Annual outside audits by third-party CPAs.
- Regular examinations by our banking department regulators.
- Financial institution insurance and bonding.

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Directed Trust Company

Directed Trust Company's headquarters in Phoenix, United States

Mat Sorensen

Jeff Minnick

Kyle McMillan

Aaron Halderman

Jarod Ortiz

Mike Catalano

The Business Development Team at Directed Trust Company is responsible for driving growth and expanding market presence by identifying and cultivating new client relationships. This team works collaboratively to devise strategic initiatives, forge partnerships, and enhance sales efforts to attract investors interested in self-directed IRA accounts. Through proactive engagement and tailored solutions, the team aims to increase Directed IRA’s footprint in the self-directed retirement investment space.

Business Development Team

The Leadership Team at Directed Trust Company guides the strategic direction and operational excellence of the company. This team, consisting of high-level executives including the CEO, CFO, COO, VP of Business Development, and VP of Technology, ensures regulatory compliance, drives business growth, fosters technological advancement, and oversees financial health. Together, they leverage their expertise to maintain Directed IRA’s status as an industry leader in self-directed IRA accounts.

Leadership Team

The Client Services team at Directed Trust Company is responsible for providing exceptional support and guidance to account holders investing their retirement funds into non-publicly traded assets. This team ensures smooth account setup, manages transfers, resolves client inquiries, and maintains compliance with regulatory requirements. Key roles include the Senior Account Executive, Client Services Representative, Sr Manager of New Accounts, and Transfer Specialist, all of whom work collaboratively to deliver a seamless client experience.

Client Services

The Finance and Accounting team at Directed Trust Company is responsible for managing the company's financial health and regulatory compliance. This includes financial reporting, budgeting, and ensuring adherence to capital requirements and regulations set by the Arizona Department of Financial Institutions. The team also oversees annual audits and regular examinations, maintaining the integrity and security of clients' self-directed IRA accounts.

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Directed Trust Company

Org chart

Teams

Business Development Team

Leadership Team

Client Services

Finance and Accounting

Offices

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Directed Trust Company

Org chart

Teams

Business Development Team

Leadership Team

Client Services

Finance and Accounting

Offices

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