Specialized Trust Company
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Overview
10 - 49
Employees
2015
Year Founded
ABOUT SPECIALIZED TRUST COMPANY
Self-Directed Tax-Advantaged Accounts
Specialized Trust Company is a niche financial services firm that focuses on enabling clients to manage their retirement, education, health savings, and 401(k) accounts by investing in alternative assets such as real estate, loans, mortgages, trust deeds, precious metals, FOREX, and nearly any other investment permitted by the government.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
2015
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Financial Advisory & Consulting
40% Wealth Management
20% Trust Services
About the Team
OUR STORY
Specialized Trust Company is a boutique financial services firm focused on empowering clients to self-direct their retirement, education, health savings, and 401(k) accounts into alternative assets such as real estate, notes, and precious metals. Founded by industry experts Keith Marsh and Edwin Kelly, the company emphasizes knowledge, innovation, and client-centric service. CEO Keith Marsh brings over a decade of leadership in self-directed IRA strategies and created the first fully functional Self-Directed Safe Harbor 401(k) plan. Co-Founder Edwin Kelly, with 24 years of experience, is a renowned educator and strategist in self-directed retirement accounts. Together, they foster a culture grounded in service, education, support, community, and innovation, making Specialized Trust Company a trusted partner for alternative asset investment within IRS guidelines.
Locations
Headquarters
6100 Indian School Road Northeast Suite 215
Albuquerque, New Mexico, United States 87110