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Self-Directed IRA Due Diligence Guide

Evaluate New Opportunities, Recognize Red Flags, and Build Confidence in Your Strategy

Download the report now

Exceptional abilities bring exceptional responsibilities.

With a self-directed IRA (SDIRA), you have the ability to explore a vast array of promising alternative assets. However, as you’re exploring your options, it’s important to be cautious. You may encounter fishy investment offerings and dishonest vendors.

The antidote? Comprehensive due diligence.

By asking the right questions and conducting a deep dive into each offering, you can position your portfolio for success.

Download our Self-Directed IRA Due Diligence Guide to find out:

  • Due Diligence Essentials: Learn how to meticulously analyze financial statements and legal risks for any investment opportunity, complete with a detailed step-by-step process.
  • What SDIRA Providers Do and Don’t Do: Uncover what services an SDIRA administrator offers and why the responsibility for due diligence rests with you.
  • How to Spot Red Flags: Identify key warning signs in real estate, precious metals, and private placement investments to safeguard your portfolio.
  • How to Vet Your SDIRA Provider: Discover how to effectively evaluate an SDIRA provider, including critical questions to ask for aligning with your financial objectives.

Deepen your knowledge and embrace the responsibility of being an informed investor. 

Get your free copy of our SDIRA Due Diligence Guide today!

About The Entrust Group

For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans.

Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

Why Choose Entrust?



40+ Years of Experience

We’re not just another Self-Directed IRA administrator; we’re the originator. Ours is expertise you can count on.

See how we're different



Educational Resources

Supercharge your alternative investment strategy with the educational content from our Learning Center.

Check out our Learning Center


Exceptional Service

Exceptional Service

Our team is devoted to helping you self-direct your account(s). You can depend on us to be timely, accurate, and friendly.

Meet the team


Account Management

Account Management

Manage your Entrust account online 24/7 with our client portal (voted “Best Online Portal” by Investopedia) and our mobile app.

Preview your account experience


myDirection Visa Card

myDirection Visa Card

Streamline your transactions with this prepaid asset management card. The myDirection Visa Card provides immediate access to your funds so you can pay real estate investment expenses on the go.

Learn more about myDirection Visa Card