Who Is Kingdom Trust?

The Kingdom Trust Company is an independent qualified custodian striving to add value to the family office, investment sponsor and advisor, and the self-directed IRA industry. We are a team of seasoned industry professionals that understands the value of technology, client service, and creativity in the business model. Our company provides you a growth-ready model with the industry’s best practices in place to provide you and your clients with precision execution and delivery. Our service is innovative, flexible, and cost effective. 

Vision Statement        

With uncompromising integrity, The Kingdom Trust Company provides the most innovative custody solutions for family offices, investment sponsors and advisors, and individuals, through which they are empowered with the opportunity to build and preserve wealth for generations.

Mission Statement

The Kingdom Trust Company was established to provide flexible, innovative and cost effective custody solutions to the investment industry. We strive to build relationships that will recognize our firm’s extraordinary commitment to client services, technology, and industry knowledge. The Kingdom Trust Company aims to transform the investment world into a marketplace where portfolio diversity is valued, where independence is celebrated, and where personal relationships and trust have enduring value. 

Our 10 Core Values

    1. Faith – Believe you are a part of something with a Divine Purpose, something greater than yourself.
    2. Character First – Know your actions reflect upon others.
    3. Service Before Self – Be willing to serve others in order to be successful.
    4. Dedication to the Team – Be there for others.
    5. Passionate – Care more than others think wisely.
    6. Lead a Life of Integrity – Be honest, truthful and reliability.
    7. Live Courageously – Do not be afraid to do something GREAT.
    8. Be a Trusted Resource – Deliver a superior client experience every time.
    9. Expect a Greater Reward – Look to future with hope and encouragement.
    10. Keep the Main Thing the Main Thing

Our Story

Years ago, the company’s founders determined a flexible, nimble company that treated its clients and customers as family could not only thrive but also rise to the top of the alternative investment industry. To begin the climb, the founders looked across the industry and brought together leaders in the areas of custody solutions and business development, operations, and compliance. Their combined experiences in institutional custody of assets and the self-directed retirement industry have helped to build an industry powerhouse specializing in execution and delivery to its clients. See our Executive Summary for more details. 

Kingdom Trust recognizes that the institutional custody marketplace has dramatically changed with the Dodd-Frank Financial Reform and the Consumer Protection Act, and it will continue to evolve. We focus on custody services to institutional clients who require or desire an unrelated independent qualified custodian to house their assets or the assets they hold on behalf of their clients. Our focus in the private equity, hedge fund, registered investment advisor, investment sponsor, and other institutional markeplaces has given us multiple opportunities to showcase our expertise and platform. The Kingdom Trust Company also offers custody services to IRA, 401(k), HSA, and CESA account owners who wish to self-direct their investments. The Kingdom Trust Company will hold traditional assets like stocks, bonds, and mutual funds, but it specializes in holding the non-traditional ones: real estate, private equity, promissory notes, precious metals, and others.

Whatever your needs, please give us a call at 888-753-6972. Let’s discuss how you can meet your goals and objectives and how we can help you rule your destiny. Join our family.