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Dealmaker.events · Proud Sponsor

An Industry-Leading Self-Directed IRA Custodian

Madison Trust is an industry-leading Self-Directed IRA custodian with a passion for empowering individuals to take control of their retirement investments. While standard IRAs are typically limited to Wall Street products — like stocks, bonds, and mutual funds — an SDIRA enables you to diversify your retirement portfolio by investing in alternative assets such as real estate, precious metals, and private placements.

Madison Trust is simply a passive Self-Directed IRA custodian — they do not offer other trust-related services, wealth management, or fiduciary services. You choose the investments; Madison Trust holds and administers the account. With 20,000+ clients, over $6.5 billion in assets under custody, and 2,000+ five-star reviews, they've built their reputation on flat-rate fees instead of asset-based pricing, live support from CISP-trained specialists, an A+ rating from the Better Business Bureau, and a 95% client retention rate.

Why Madison Trust

Investor First
You choose the investments. As a passive custodian, Madison Trust handles the custody, paperwork, and administration — every decision stays in your hands.
Flat-Rate Fees
Simple, predictable flat-rate pricing — your fees don't grow just because your account does.
Live Support
Real, live representatives and CISP-trained specialists are ready to answer your questions at every step of the process.

Real Estate, Private Placements, Precious Metals & More

Madison Trust offers a full lineup of account types — Traditional, Roth, SEP, and SIMPLE IRAs, plus Checkbook IRA and CryptoFlex IRA options — giving investors the flexibility to hold alternative assets inside a tax-advantaged retirement account. For the dealmakers in the room, that means the capital sitting in a retirement account can be self-directed into real estate deals, private funds, notes, and other opportunities beyond Wall Street.

If you've ever wanted to invest your retirement savings in what you actually understand, the Madison Trust team is ready to explain how a Self-Directed IRA works and help you get started. Retirement freedom starts here.

Headquarters
401 East 8th Street, Suite 200, Sioux Falls, SD 57103
Mailing Address
One Paragon Drive, Suite 275, Montvale, NJ 07645
Business Hours
Mon–Thu 9am–6pm EST · Fri 10am–4pm EST

Madison Trust is a proud Platinum Sponsor of The Dealmakers Roundup.

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