While most IRAs provide tax advantages, self-directed IRA elevates diversification by enabling investments in multiple asset classes, including real estate, precious metals and small businesses. Recognizing the growing demand for greater investment flexibility and diversification 20 years ago, Catherine Wynne and Bill Humphrey founded NDTCO. What began as a mission to address this need has evolved into a pioneering force reshaping the industry.
It stands out by providing comprehensive support throughout the investment process. From executing investments to managing returns, NDTCO ensures clients feel confident and in control. The platform’s intuitive design simplifies account management, enabling easy access to account details, portfolio performance and direct communication with the support team.
The journey starts with a simple online application that takes just 15 minutes to complete, giving clients a fast and easy way to take the first step toward managing their financial future To accommodate diverse financial needs and goals, NDTCO offers a variety of account options, including traditional IRAs, Roth IRAs, simple IRAs, HSAs and solo 401(k)s. Each account type is designed to maximize tax advantages while providing the flexibility to invest in assets that clients understand and trust. Once the account is open, NDTCO streamlines funding through contributions, transfers, or rollovers, providing clear instructions and ensuring an efficient setup for investment success.
With a funded account, clients are ready to choose their investments. Whether focusing on real estate, private equity or alternative assets such as gold and silver, NDTCO provides the tools and guidance necessary to coordinate and complete transactions accurately and efficiently.
Managing the account is just as effortless. NDTCO’s advanced digital platform provides 24/7 access for monitoring portfolios, making secure payments and communicating directly with the support team. This user-friendly interface enables clients to oversee their accounts with flexibility and precision, ensuring a smooth and efficient management experience.
Complementing this technology-driven approach is NDTCO’s commitment to personalized service. Every client benefits from the expertise of dedicated specialists who ensure transactions are accurate and timely. Whether managing the first investment or navigating a growing portfolio, clients can rely on the service team to provide guidance and solutions tailored to their needs.
Education is another cornerstone of NDTCO’s offerings. Through blogs, live webinars, videos and newsletters, the company equips clients with the knowledge they need to make informed decisions.
This combination of technological innovation, service and education has helped clients achieve remarkable success. For instance, one client who transferred $357,000 to a self-directed IRA in 2011 focused on secure notes and utilized NDTCO’s support and tools. By 2016, their account grew to $1.7 million, surpassing $2 million by 2024—all while benefiting fromits flat annual fee of $390 per asset, amounting to just 0.08 percent of the account value.
NDTCO’s platform is designed to accommodate a wide range of assets, from real estate and private lending to private equity and precious metals, transforming retirement accounts into dynamic growth vehicles. With a legacy of innovation and a forwardthinking approach, it empowers individuals to set their financial future with confidence.
