Forge Trust is a trusted brand that specializes in providing exceptional and cost-effective custody solutions. With over 40 years of experience, they offer administrative and custody services to individuals, financial advisers, and investment issuers. Their expertise lies in handling a wide range of non-publicly traded investments, including real estate, private stock, private equity, and more.

They understand the complexities of investing in these assets and offer self-directed retirement accounts with corresponding tax benefits for individual investors. As a subsidiary of Forge Global, the leading global private securities marketplace, Forge Trust is a non-depository trust company regulated by the South Dakota Division of Banking. Their advanced technology, custom data integration solutions, responsive staff, and reasonable fees make them the preferred choice for investment issuers and individuals alike.

With over $13 billion in assets under custody and more than 1. 3 million accounts, Forge Trust is committed to providing trusted custodial services. As an IRS-required custodian, they ensure that all investment decisions and account activities are compliant with regulatory requirements