Meet Midland Trust, an employee-owned company…We are a self-directed retirement company. We help our 20,000 clients invest their retirement savings in alternative investments. This legislation targets people like our grandparents, pretty regular people, and changes the rules on them when it’s too late for them to start over in saving for retirement.
Our clients drive new business by investing in local, women, and minority-owned businesses. They save for their retirement using investments they know and understand including real estate lending and private equity. We grew from 3 employees to over 60 in 3 states and we are employee-owned, so everyone who works here has a real stake in what happens. We also really care about our clients and believe their investment choices should not be limited.
So that’s Midland’s story. What’s yours?
Did you invest in alternative investments using retirement funds and are you worried about losing the ability to choose what to invest in?
Did you start a business or launch something new through retirement funds?
Tell us your story so we can publish it here.