Forge Trust

About Forge Trust

Forge Trust is a self-directed IRA custodian that helps individual investors, sponsors/issuers, financial professionals, and investment platforms access retirement dollars to invest in a wide range of assets. With over 40 years of experience and headquartered in San Mateo, California, Forge Trust emphasizes direct client service, secure account management, and transparent fees as it facilitates investments in assets such as real estate, promissory notes, precious metals, private equity, and crowdfunding IRAs. The company positions itself as a trusted custodian that enables tax-advantaged investing while providing online access to accounts and support from in-house staff.