Operate Faster and More Efficient With Streamlined Processes
At Quest, we provide exceptional customer service and fast, efficient processes for our Institutional clients. Our flexible and streamlined procedures create top-tier systems and support for your firm and your clients. Offer your clients the ability to diversify their portfolio with alternative assets and give yourself more time to dedicate to current and new clients.
Are deadlines a concern? We process most requests within 24-48 hours, making us a custodian with one of the fastest funding times in the industry! With our high level of knowledge and attention to detail, we can quickly and efficiently fund deals at no additional cost to expedite. Additionally, with our online systems like the QTC Investment Hub in the Client Portal, you can submit new investments online in a matter of minutes.
At Quest, your investors will experience:
- Investor friendly service with 24-48 hour processing times
- Dedicated senior-level contact to streamline asset funding activities
- Expert insights and access to highly trained IRA Specialists
- Real-time customer support
- Easy online access to manage accounts
QTC specializes in self-directed education for businesses and their clients, and we’d love to share our knowledge with you! Interested in having Quest speak at one of your events? Email us at Info@QuestTrust.com.
Ready to Learn More?
Are you interested in learning more about our business relationship programs and how it can benefit your team? We would love to talk to you!
Investor Sponsors/Syndicators
Raise Capital for Your Projects by Tapping Into Trillions of Dollars in Self-Directed IRAs
Raising capital for your deals may be easier than you think 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. We’ve created top-tier systems and streamlined processes to support the needs of investment sponsors, providing them with the flexibility to respond to investment opportunities faster and meet the needs of their clients.
As the custodian, our role is simple - we will never try to sell your clients any investments, but rather educate them on what is (and what isn’t) possible with Self-Directed IRAs. 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.
What Can Quest Provide to Investment Sponsors?
Real-Time Customer Support
Our dedicated institutional team provides exceptional customer service every step of the way.
Investor-Friendly Service
We understand turnaround time is critical to your business and our 24-48 hour funding time is one of the fastest in the industry.
Highly Educated Staff
Our knowledgeable and highly trained staff of IRA Specialists are here to answer your questions.
Ready to Learn More?
Are you interested in learning more about our business relationship programs and how it can benefit your team? We would love to talk to you!
Advisors
Share the Benefits of Using Self-Directed IRAs and Reach New Clients for Your Firm
Working with a Self-Directed IRA custodian gives you more opportunities to reach new clients by allowing you to diversify their portfolios with alternative assets. Quest Trust Company specializes in holding alternative investments to allow our clients true self-direction in what they know best. Whether you are a financial advisor, accountant, or an attorney, we can help you reach new clients with the numerous opportunities Self-Directed IRAs can provide.
For Financial Advisors:
- Show clients the benefits of using SDIRAs as an investment strategy
- Help clients prepare estate plans
- Show clients the benefits of using Self-Directed retirement accounts for tax planning
For CPAs:
- Give SDIRA tax advice for Quest clients
- Share advice on tax reporting and filing forms
- Provide reporting help for Solo 401k account holders
For Attorneys:
- Give investment and structuring advice for SDIRA clients
- Help with entity formation for account holders
- Provide legal representation for Quest accounts
Ready to Learn More?
Are you interested in learning more about our business relationship programs and how it can benefit your team? We would love to talk to you!
Real Estate
Enjoy the Endless Possibilities Investing in Real Estate With a Self-Directed Account
Introducing self-directed retirement accounts to your clients can provide huge benefits to you and your company. Every day, more and more people are choosing to diversify their retirement portfolios with real estate, and real estate is now the most common investment in Self-Directed IRAs. Real estate professionals who understand the benefits of using self-directed accounts can help their clients and make more money at the same time. Quest Trust Company specializes in self-directed education for businesses and their clients, and we can show you how it works so you can share the possibilities with your clients!
- Set yourself apart when you have the ability to share what others can’t
- Close more deals by opening a world of private funding through Self-Directed IRAs
- Create repeat business by working with a custodian that makes the process easy
Investment Opportunities with SDIRAs:
- Real Estate
- Commercial Property
- Tax Liens
- Multifamily and Apartment Investing
- Private Lending and Borrowing
- Promissory Notes
- Private Equity
Ready to Learn More?
Are you interested in learning more about our business relationship programs and how it can benefit your team? We would love to talk to you!
