Columbia Private Trust
Irvine, United States (US) · Finance and Banking
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Columbia Private Trust is a leading self-directed IRA custodian based in Irvine, California, specializing in the secure holding of alternative assets like private equity and real estate for individuals and institutions.We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals.
Overview
We empower our clients – including family offices, broker-dealers, and financial professionals – to diversify their portfolios and achieve their long-term financial goals. Our services cater to a wide range of needs, from initial account setup and ongoing maintenance to complex fund transfers and distributions.
As a division of Columbia Bank, we leverage decades of experience and a robust technology platform to provide a seamless and reliable custodial solution. We prioritize building strong relationships and offering personalized support, ensuring our clients have the tools and resources they need to succeed. We are committed to providing a secure and efficient environment for managing alternative investments, fostering financial growth and peace of mind.
Contact Details
Irvine, United States (US), 17901 Von Karman Ave
+1
Company Type
Public Limited Company
Employees
100-150
Categories
Keywords
#self-directed iras
#alternative investments
#alternative assets
#solo(k) accounts
#fund custody
Services
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