New Direction Trust Company

06/16/2026

A clearer view of portfolio activity can make self-directed account management more efficient.

New Direction Trust’s updated client platform gives account holders access to portfolio value, asset-level detail, transaction history, valuations, and documents in a more centralized experience.

✨Total portfolio value and every asset in one view.
✨Tap any asset for history, transactions, valuations, and documents.
✨One place for everything — no more hunting across systems.

Explore your alternative investing future with NDTCO.

06/13/2026

New Direction Trust’s updated client platform helps accountholders manage alternative assets with greater efficiency.

From easier access to support to secure tools that simplify account interactions, the platform is designed to make day-to-day account management clearer, faster, and more connected.

☑️Personal connection with one tap to reach your service team.
☑️Secured screen share for faster, richer conversations.
☑️Top Tier Service — built into every screen!


Learn more and login today: NDTCO's Alternative Portfolio (https://na2.hubs.ly/H065ZJj0)

06/02/2026

Technology has changed almost every part of the investing experience — but alternative investing has not always kept up.

For many investors, the process can still feel slow, confusing, paper-heavy, and disconnected. When you are trying to move confidently into real estate, private equity, private lending, or other alternative assets through a retirement account, outdated systems and unclear communication can create real frustration.

In this episode of Alts at Altitude, Kevin and team explore the conversation on how technology pain points can impact the investor experience and why the self-directed IRA space is ready for an upgrade.

From clearer account visibility to easier document uploads, better communication, and a more modern client platform, alternative investing is entering a new era.

Watch to learn how NDTCO's technology expansion is helping change the game for alternative asset investors:
https://na2.hubs.ly/H05Pb2s0

06/01/2026

✨INTRODUCING NDTCO's NEW CLIENT PLATFORM✨

Unlock seamless portfolio control with New Direction Trust Company's New Client Platform! Modern design, greater control, and intuitive tools – all in one platform built to keep alternative portfolio management simple, efficient, and effortless.

Our digital experience reflects the belief that the right technology should make relationship-based service feel more personal, not less.

Built around three core principles: Total Clarity, Effortless Control, and Personal Connection. Learn more about NDTCO's Alternative Platform here: https://na2.hubs.ly/H05MGmW0

05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

In observance of Memorial Day, NDTCO will be closed today and will reopen with normal business hours tomorrow, 5/26.

05/20/2026

Self-directed investing allows your retirement dollars to flow into startups, private funds, and closely held businesses. It is a private equity strategy that investors can use to access returns that the public markets simply can't offer.

NDTCO is beside you beyond conventional options.

05/09/2026

Solo 401k Real Estate investing can be a powerful strategy that is available to self-employed individuals. With higher contribution limits and the ability to purchase property directly through your plan, you can build serious long-term wealth while benefiting tax advantages.

NDTCO is here to help you set up and provide support from day one!

05/06/2026

You don't have to wait for retirement to use your IRA to invest in Alternative Assets. There are several different types of investments you can invest in now:

🔸Private Equity
🔸Real Estate (Rental Properties!)
🔸Precious Metals
🔸Private Debt
🔸MORE!

Our team focuses on administrative support, compliance, and education—so you can evaluate opportunities that align with your investment goals.

05/01/2026

⭐⭐⭐⭐⭐ 5 STAR FRIDAY!

We 🧡 our clients and they love NDTCO! Check out this recent positive review from one of our Real Estate Investors.

Our goal is simple: provide exceptional service to all of our clients on their self-directed journey.

04/28/2026

Can your IRA invest in private equity? The answer may surprise you! Watch now to find out more!

In Alts at Altitude Episode 7, the crew breaks down what it means to invest in private equity using your IRA.

We discuss:
🏔️What is private equity
🏔️How you can use your IRA to invest in private equity
🏔️Common mistakes people can make

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