A TRUSTED partner FOR self-directed investments
You want to manage the outcome of your financial future by taking charge of your investment decisions. Self-directed retirement plans offer exciting opportunities and significant tax advantages for people just like you. But you need an expert to help navigate the complex deals you’re interested in. Chicago Trust Administration Services (CTAS) gives you the tools to embrace unique investment strategies for your future retirement. Our simple process provides you the autonomy you want while managing the complexities of compliance on the backend.
SIMPLE | We make the complicated stuff easy. Long processes keep you from closing good deals. We’ve been in the game long enough to know exactly what needs to be done, and we guide you through the self-directed process with efficiency.
FAST | Self-directed deals move fast, and so do we. We understand the urgency of good deals and the value of your time. That’s why we make a point to complete compliance reviews quickly, allowing you to move forward with ease.
COMPLIANT | We understand tax & legal regulations, so you don’t have to. Our goal is to help you understand the regulations that affect your self-directed investments. Not understanding regulations regarding prohibited transactions, self-dealing, personal benefit transactions (and more) can result in significant IRS fines.
THE EXPERTISE to power your financial freedom
About Us
For nearly two decades, we have been assisting high-net-worth individuals to self-direct their futures by guiding them through the deals they know and want to invest in.
