matrix trust company phoenix arizona

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Matrix Trust Company: Phoenix, Arizona – A Comprehensive Overview

Matrix Trust Company, located in Phoenix, Arizona, specializes in providing trust and custody solutions, particularly for alternative assets. They offer services tailored to self-directed IRAs, 401(k)s, and other retirement plans, focusing on assets beyond traditional stocks and bonds. This allows individuals and institutions to hold assets like real estate, private equity, and precious metals within tax-advantaged accounts.

What Services Does Matrix Trust Company Offer?

Matrix Trust Company primarily functions as a custodian and trustee. This means they hold and manage assets on behalf of their clients. Their services include:

• Self-Directed IRA Custody: Facilitating investments in alternative assets within Individual Retirement Accounts.
• 401(k) Administration: Providing administrative services for self-directed 401(k) plans, enabling participants to invest in a wider range of assets.
• Asset Custody: Securely holding and managing physical and digital assets on behalf of clients.
• Trust Services: Acting as trustee for various types of trusts, ensuring compliance and proper management of assets.

The Focus on Alternative Assets

A key differentiator for Matrix Trust Company is their specialization in alternative assets. Unlike traditional financial institutions that primarily handle stocks and bonds, Matrix Trust Company has the infrastructure and expertise to manage less conventional investments. These assets might include:

• Real Estate
• Private Equity
• Precious Metals
• Cryptocurrencies
• Tax Liens

This focus allows investors seeking diversification beyond the stock market to hold these assets within tax-advantaged retirement accounts, potentially maximizing their long-term returns. Learn more about alternative investments.

Is Matrix Trust Company a Fiduciary?

As a trust company, Matrix Trust Company acts as a fiduciary. This means they have a legal and ethical obligation to act in the best interests of their clients. This fiduciary duty requires them to manage assets responsibly, avoid conflicts of interest, and provide transparent reporting.

Location and Contact Information

Matrix Trust Company is physically located in Phoenix, Arizona. Specific contact details, including the physical address and phone number, can be found on their official website.

Frequently Asked Questions (FAQs)

What types of alternative assets can I hold in a self-directed IRA with Matrix Trust Company?

You can generally hold real estate, private equity, precious metals, cryptocurrencies, and tax liens, among other alternative assets, subject to certain IRS regulations and company policies.

How does Matrix Trust Company ensure the security of my assets?

Matrix Trust Company employs various security measures, including physical security for tangible assets, digital security for electronic assets, and internal controls to protect client information and prevent fraud.

What are the fees associated with using Matrix Trust Company’s services?

Fees vary depending on the type of account, the assets held, and the services required. It’s best to contact Matrix Trust Company directly for a detailed fee schedule.

Can I transfer my existing IRA or 401(k) to Matrix Trust Company?

Yes, you can typically transfer existing retirement accounts to Matrix Trust Company. They will guide you through the transfer process.

Does Matrix Trust Company provide investment advice?

No, Matrix Trust Company typically acts as a custodian and trustee, not an investment advisor. They do not provide investment recommendations.

Summary

Matrix Trust Company in Phoenix, Arizona, is a specialized trust and custody provider focusing on alternative assets within retirement accounts. Their fiduciary duty and expertise in managing non-traditional investments make them a potential option for individuals and institutions seeking diversification beyond conventional asset classes. It’s crucial to research thoroughly and understand the risks associated with alternative assets before making any investment decisions.

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