Who is Midland?

The Midland umbrella of companies is a leading custodial services provider focused on self-directed IRA accounts, 1031 exchanges and private fund custody services. In business since 1994, Midland is focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisﬁed clients and Billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients with their ﬁnancial goals.


What is self-direction?

A self-directed IRA is not a type of IRA, but a little-known way to invest through your IRA. Self-direction allows the investor to expand their portfolio from the typical stocks and bonds available with most IRA companies. The IRS allows you to choose your own investments, such as real estate, futures, foreign currency (forex), notes (loans/mortgages), LLCs, precious metals, energy, or even movie deals! The possibilities of self-direction are endless.

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Investment Management

Real Estate

Midland Trust Company

Dave Owens

Lori Hartigan

Cisp Kelsey Dineen

Brandon Hall

Daniel Hanlon

Warren Fountaine

Whitney Ambuter Pope

Joe Stolz

Adam Sypniewski

The Client Services Team at Midland Trust Company is responsible for assisting clients with their self-directed IRA accounts, 1031 exchanges, and private fund custody services. They provide expert guidance and support throughout the investment process, ensuring compliance with IRS regulations and helping clients maximize their financial goals. The team's focus is on delivering exceptional customer service and facilitating a smooth and informed investment experience.

Client Services Team

Leadership Team

Executive Management

Client and Business Development

Client Services Team

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Team members

Other teams at Midland Trust Company

Leadership Team

Executive Management

Client and Business Development