What Makes Quest a Winner?

Estimated reading time: 3 minutes(Last Updated On: December 21, 2021)

Quest Trust Company takes first place for best self-directed IRA in a “2020 Best of Notes” held by NoteInvestor.com and placed among the top 10 self-directed IRA custodians according to Wealth Advisor’s America’s Best IRA Custodians poll. 

Each year, independent surveys are sent out to each company’s list of subscribers, with over 550 participants voting in this year’s rankings. 

Voting was based on the participant’s experience with the various custodians. Other factors such as a firm’s overall reputation, length of time in business, client testimonials, and professional peer opinion are taken into consideration, as well. 

Our History with Self-Direction

Since Quest Trust opened its doors in early 2003, the biggest goal of the company has always been to provide the highest level of customer service and educate investors about non-traditional investment options. With over 25,000 active clients and $2 billion in assets under management, Quest is one of the nation’s fastest growing self-directed IRA custodians. 

Every year, investors put thousands of dollars in to their retirement plans, yet only 2% of those funds are self-directed. Self-directed IRAs allow investors to diversify their retirement and allocate their funds to more alternative assets, like real estate or notes, while getting a tax benefit from the IRA. 

Being able to move past the stock market and traditional assets can give investors the freedom to choose investments that are most familiar to them, but most people aren’t familiar with self-directed IRAs. Quest has always been one of the leaders in providing the best SDIRA education. 

Quest Education

Quest Trust Company was able to receive these two prestigious rankings thanks to many factors, one being our exceptional level of education. From our weekly webinars and updated education center to the expert level of understanding you receive from calling in and speaking to a trained representative, Quest always provides exceptional knowledge and training. 

Our clients have shared that Quest is a “fabulous company that provides a ton of training, seminars, and special events to network and learn… All the employees are well trained and always helpful to answer any questions you might have. They are very prompt at handling all your investment transactions.”

Quest Service

Our fast funding times set us apart among other custodians, too. A 24-48 hour funding time with no fee charged to expedite the transaction, we are able to provide fast service to all. Not only do we process investments faster than half of our competitors, Quest has some of the most advanced online technologies, like the online portal and investment tracker.  

We provide IRA investors with information about why an IRA custodian is required and what some of their options are with a self-directed IRA. Just as the other companies nominated do, Quest helps investors and advisors with what to look for when selecting a custodian, which is why Quest Trust Company is honored to receive these two high rankings. If you’d like to get more information about Quest and want to hear more about what sets us apart from the rest, feel free to give us a call at 855-FUN-IRAS. At Quest, consultations are always free and live representatives are always available to share options about transferring to a self-directed IRA! To learn more about how to get started investing with a self-directed IRA, schedule a 1-on-1 consultation with an IRA Specialist by clicking HERE.

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