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Capstone Trust

Take Control of Your Retirement Investments

We provide self-directed custodial solutions for investors looking to expand retirement funds beyond traditional assets.

Get Started
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Self-Directed IRAs provide

Freedom to Diversify Your Investments

With a Self-Directed IRA (SDIRA), you have the freedom to invest in a wider range of assets beyond traditional stocks and bonds. They are a great way for you to grow your retirement savings and maximize your tax advantages. This freedom allows you to tailor your investments and achieve your individual financial goals.

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Expand Beyond Traditional Assets

Our custodial services provide a technology driven solution for those
investing in the following:

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Precious Metals
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Real Estate
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Hedge Funds
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Private Equities
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LLCs/LPs
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Small Businesses/Startups
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Stocks, Bonds, & Mutual Funds
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And More
Take control of your investments.
Get Started
Get Started In

3-Easy Steps

Take control of your retirement savings and explore new possibilities using our
client-focused technology accessible from your personal device.

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Step 1
Create an Account

Our online application guides you
through opening your account.

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Step 2
Fund Your Account

Fund your account via a rollover,
transfer, or contribution.

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Step 3
Direct Your Investment

You direct us to make an investment
purchase on your behalf.

Advantages of a
Self-Directed IRA

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Diversify Your Portfolio

Go beyond stocks, bonds, and mutual funds. Diversify your portfolio further with alternative investments.

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Tax-Advantaged Growth

Like conventional investment options, income generated from your alternative asset investments is tax-deferred.

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You are the Decision-Maker

As the self-directed IRA owner, you decide the investment strategy that you are familiar with and suits your future.

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Why Capstone Trust

Client Focused Technology
Our technology will simplify the management of your assets conveniently through our website portal and mobile app.

Technical and Industry Expertise
Our team has decades of experience in the industry. We are ready to guide you through every step of the way.

We Empower You
We provide you the ability to select any approved asset types.

Expand Your Investment
Choices Beyond Public Equities

Take control of your retirement savings and explore new possibilities using
alternative investments with a self-directed IRA.