Directed Trust Company
Matthew Duffy, CISP, currently serves as a Relationship Manager at Directed Trust Company, where Matthew has held various titles including Business Development Associate and IRA Account Specialist since March 2021. Prior experience includes a role as Competitive Sports Supervisor at The University of Alabama from January 2018 to April 2020, where responsibilities included training officials and providing customer service for intramural and club sports. Earlier experience includes working as a Lifeguard and Summer Camp Counselor at Chapel Rock Camp and Conference Center in the summer of 2017. Matthew Duffy holds a Bachelor of Science degree in Mechanical Engineering from The University of Alabama, obtained in 2020.
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.