Self-Directed Retirement Accounts for Alternative Investments

Midland Trust is about more investment control. We give our clients the options, flexibility, and freedom to take their financial futures to places most can’t. Together, these qualities make us one of the most trusted and frequently referred firms of our kind in the country. To find out more, read on.

We think you’ll appreciate the Freedom to Invest™ we provide.

Frequently Asked Questions

Why should I choose Midland?

Midland Trust provides exceptional, professional service on a personal level to our clients. We have been in the industry for over 25 years. We provide administrative services to ensure your self-directed investment accounts fall within the limits of IRS rules and regulations. Midland Trust also offers a cutting-edge educational curriculum designed for all types of investors. Learn how self-directed accounts can build wealth at a faster pace than traditional methods may. Midland does not offer investment advice or opinions. We allow you to achieve true investment freedom and the power to choose your investments.

How is Midland different from other IRA custodians?

Midland is not a broker/dealer and does not sell any investment products. This means we allow a wider range of investments within the accounts here. As we do not sell anything, we do not charge commissions. Instead, we charge flat fees to hold alternative assets within retirement accounts.

What type of alternative investments can I purchase in my Midland Trust?

By law, the IRS prohibits life insurance and collectibles. Any other type of investment can be held in an account at Midland. These investments include real estate, futures/forex, private equity, hedge funds, and more!

What am I responsible for as an account owner?

Midland is not a fiduciary. You will need to direct Midland on how you would like to invest your account. You will also be responsible for providing annual asset valuations to ensure proper reporting of your account value.

What am I responsible for as an account owner?

Midland has a dedicated service team available by phone to assist with any questions you may have regarding your account. Phone hours are Monday – Thursday from 8:00 am EST to 6:00 pm EST, and Friday 8:00 am EST to 5:00 pm EST. Individual representative availability varies by location. Our service team is also available through email, online chat, in-office, and virtual appointments. As a Midland client, you have 24/7 access to your online Midland Client Portal to view all of your account details.

Does Midland only service retirement accounts?

While Midland does custody most retirement account types, we service a wide variety of non-retirement accounts.

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