New Direction Trust Company

1070 W. Century Drive Louisville, CO 80027

303.546.7930

Regular Member

Member Since: 2017

Original Join Date: 2017

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Organization Overview

Founded in 2003 in Co-Founder Bill Humphrey’s basement, New Direction IRA began as a small franchise determined to make self-directed investing more accessible. Over the next decade, the company expanded nationwide and evolved into an independent brand managing over $1 billion in cash assets by 2014. In 2018, it became New Direction Trust Company—a non-depository trust company headquartered in Louisville, Colorado—continuing its mission to modernize and empower investors through alternative asset opportunities.

Today, New Direction Trust Company oversees more than 85,000 accounts and more than $4 billion in assets. Under the leadership of CEO Kevin Dodson, the company remains a pioneer in self-directed retirement investing—committed to innovation, community impact, and helping investors take control of their financial futures.
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