Solutions

FOR PROFESSIONAL RELATIONSHIPS

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

Advisors

AND BROKER - DEALERS

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

Investment

SPONSORS

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

CPAs

AND ATTORNEYS

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

Family

OFFICES

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

Trust

COMPANIES

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES

Other

PROFESSIONALS

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes.

EXPLORE QUEST SERVICES
Solutions for Professional Relationships
Advisors and Broker - Dealers
Investment Sponsors
CPA and Attorneys
Family Offices
Trust Companies
Other Professionals

Professional Relationships Overview

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes. Our flexible and easy-to-understand procedures are able to create top-tier systems and support for your firm and your clients.

Our professional partners include:

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Quest Trust Company’s personalized approach, partnered with our easy-to-use platform can offer countless benefits. Offer your clients the ability to diversify their portfolio with alternative assets and give yourself more time to dedicate to current – and new – clients.

Benefits to You as an Investment Professional:

Self-Directed Account Opportunities

At Quest Trust Company, we offer 7 different types of retirement saving accounts, all of which can be self-directed into real estate and other private investments. Learn more about our Self-Directed IRA services by clicking on each account!

Traditional IRA

With the Traditional IRA, your earnings grow tax-deferred! Only pay taxes when you make withdrawals from the account.

Roth IRA

The Roth IRA is a special retirement account where you have the ability to grow your profits completely tax-free!

SEP IRA

This self-directed tax-deferred account can be great for self-employed individuals, allowing a tax deduction for contributions made to a SEP IRA!

Simple IRA

A SIMPLE IRA is an employer-sponsored retirement plan designed specifically for small businesses, giving employees and employers a simple way to contribute and grow this account!

Health Savings Account (HSA)

Get the best of both worlds with an HSA, with the ability to get tax-deductions on contributions and tax-free distributions for qualified medical expenses!

Coverdell Education Savings Account (ESA)

Education isn't cheap, but with a Coverdell ESA you can earn tax-free distributions on countless qualified educational expenses as you self-directed this account!

Solo 401(k)

With the extra benefits that come with this self-employed account, like checkbook control and more freedoms, many people are eager to learn how to get started - just make sure you qualify!

While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.

Our goal is to help you operate faster and better,

and we have services like our Client Portal in place to do so, including:

Advisors and Broker - Dealers

Working with a Self-Directed IRA custodian allows you to offer alternative asset opportunities, like real estate, loans, or private companies.

Our goal when working with advisors and broker-dealers is simple:

Partner our easy-to-use platform with our dedicated customer service so that you have more time to dedicate to your clients.

Let Quest take care of the rest!
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While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.

Our goal is to help you operate faster and better,

and we have services like our Client Portal in place to do so, including:

The Quest Trust Company Client Portal

Designed to make alternative investing even more efficient and streamlined. View all of your clients’ accounts with a few clicks of a button. You can monitor investments in real-time, submit new investments, and stay up to date with important messages and updates all online in the Client Portal at Quest.

Investment Sponsors

Raising capital for your deals may be easier than you thought when you have a trusted IRA custodian working alongside you! With over 28 trillion dollars sitting in self-directed retirement accounts, IRAs can be a great option for funding.

For investment sponsors looking to broaden their investment possibilities, Quest Trust Company makes it easy to tap into the trillions of dollars in Self-Directed IRAs for private assets.

As your custodian, our role is simple. We will never try to sell your clients any investments, but rather educate them on what is possible with Self-Directed IRAs – and what isn’t. You, as the sponsor, have all the control when it comes to finding the perfect deal and your investors. Quest representatives will be there every step of the way to assist with opening and funding the account, as well as directing the money to be sent to the investment.

Benefits to You as an Investment Professional:

Are deadlines a concern?

At Quest, we process most requests within 24-48 hours, making us a custodian with one of the fastest funding times in the nation. With our high level of knowledge and attention to detail, we are able to quickly and efficiently fund deals at no additional cost to expedite. Additionally, with our online systems like the QTC Investment Hub in the new Client Portal, you can submit new investments online in a matter of minutes.

Let us help you provide a safe way to invest in alternative assets.

CPAs and Attorneys

At Quest, we work with a number of investment professionals to provide exceptional customer service and fast, efficient processes. Our flexible and easy-to-understand procedures are able to create top-tier systems and support for your firm and your clients.

There are times when Self-Directed IRA holders need to consult with attorneys and CPAs regarding their accounts, as Quest can never give tax, legal, or investing advice.

However, having a relationship with a self-directed IRA custodian and being familiar with non-traditional investing can help you grow your business by attracting new investors and other clients.

For CPAs

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For Attorneys

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Family Offices

Adding alternative assets to your offerings can be a great way to provide unique investment opportunities, like real estate, loans, or private companies. Working with a Self-Directed IRA custodian like Quest allows you the ability to offer these types of assets, all while having a trusted custodian on your side to help along the way. Our process caters directly to the investor, and everything we do is with you in mind.

While most IRA custodians lack the option to hold alternative assets or offer a very complicated approach in doing so, Quest Trust Company specializes in holding non-traditional investments for true self-direction. We’ve created the perfect platform for advisors and other companies to offer and manage alternative investments for their clients.

Our goal is to help you operate faster and better,

and we have services like our Client Portal in place to do so, including:

The Quest Trust Company Client Portal

Designed to make alternative investing even more efficient and streamlined. View all of your clients’ accounts with a few clicks of a button. You can monitor investments in real-time, submit new investments, and stay up to date with important messages and updates all online in the Client Portal at Quest.

Trust Companies

Alternative assets can be a great investment offering if you have clients looking to invest beyond the traditional investment. As a Texas trust company, we act as the SDIRA custodian for your trust. Working with a Self-Directed IRA custodian like Quest allows you the ability to offer these types of assets, all while having a trusted custodian on your side to help along the way.

Self-Directed Account Opportunities

At Quest Trust Company, we offer 7 different types of retirement saving accounts, all of which can be self-directed into real estate and other private investments. Learn more about our Self-Directed IRA services by clicking on each account!

Traditional IRA

With the Traditional IRA, your earnings grow tax-deferred! Only pay taxes when you make withdrawals from the account.

Roth IRA

The Roth IRA is a special retirement account where you have the ability to grow your profits completely tax-free!

SEP IRA

This self-directed tax-deferred account can be great for self-employed individuals, allowing a tax deduction for contributions made to a SEP IRA!

Simple IRA

A SIMPLE IRA is an employer-sponsored retirement plan designed specifically for small businesses, giving employees and employers a simple way to contribute and grow this account!

Health Savings Account (HSA)

Get the best of both worlds with an HSA, with the ability to get tax-deductions on contributions and tax-free distributions for qualified medical expenses!

Coverdell Education Savings Account (ESA)

Education isn't cheap, but with a Coverdell ESA you can earn tax-free distributions on countless qualified educational expenses as you self-directed this account!

Solo 401(k)

With the extra benefits that come with this self-employed account, like checkbook control and more freedoms, many people are eager to learn how to get started - just make sure you qualify!

Investment Opportunities with Self-Directed IRAs

Benefits of working with Quest:

Other Professionals

Introducing self-directed retirement accounts to your business can provide huge benefits to you and your company. Quest Trust Company specializes in self-directed education for businesses and their clients, helping them understand how to invest in alternative assets. Diversifying your assets can help you grow your retirement wealth faster and safer.

For Real Estate Agents

Every day, more and more people are choosing to diversify their retirement portfolios with real estate. Real estate is actually the most common investment in self-directed IRAs. What if you tap into the trillions of dollars in IRAs for your business? Real estate agents and professionals who understand the benefits of using self-directed accounts can help their clients and make more money at the same time!

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Investment Opportunities with Self-Directed IRAs

For more information

About how to get into our business relationship programs, please reach out to InstitutionalSales@QuestTrust.com.

We look forward to working with you and your team!