Directed Trust Company
Peter Nguyen is currently the Director of Trust Accounting at Directed IRA | Directed Trust Company since February 2019. Prior to that, he worked as a Financial Advisor at Waddell & Reed and Edward Jones, where he built and maintained client bases, recommended strategies for clients to achieve their financial goals, and prepared financial documents for clients. Before his career in finance, Peter worked as a Manager at Walgreens, where he supervised team members and ensured open communication between management and non-management team members. Peter holds Bachelor's Degrees in Business Administration and Management, as well as Finance and Financial Management Services from W. P. Carey School of Business - Arizona State University.
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.