Directed Trust Company
Heidi Faulk is a Director Investment Transactions at Directed IRA | Directed Trust Company since October 2019. Previously, she worked as a SDIRA Investments & Mortgage Processor Series 6 at A Trust Company Mortgage & Brokerage from January 2000 to September 2019. Heidi is a specialist in SDIRA funding for various investments such as Real Estate, IRA LLCs, Private Placements, Subscriptions, Notes, Cryptocurrency, Brokerage, and Precious Metals. She has a background in AET, Contract Processing, and Fidelity Investments. Heidi attended Santa Monica College for her education.
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Directed Trust Company
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.