New Direction Trust Company Employee Directory

Financial ServicesColorado, United States11-50 Employees

New Direction Trust Company operates in the financial services sector, specializing in self-directed IRA and HSA accounts along with education for clients. The company emphasizes enabling clients to combine tax-advantaged accounts with alternative assets tailored to individual investment goals, serving investors, advisers, and asset providers who seek specialized guidance, reliable transaction funding, and thorough asset documentation. Based in Louisville, Colorado, the firm positions itself on experience and education within its niche, offering tools and know-how to support non-traditional asset strategies while clarifying that it does not provide tax, legal, accounting, or investment advice. A recent development noted is a partnership formation with Wild Manor in 2022, illustrating ongoing collaboration within its ecosystem. The organization operates within the broader financial services industry, focused on facilitating self-directed retirement and health savings vehicles through targeted expertise and collaborative portals previously developed with Saltbox Studio.

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