Horizon Trust Company is a custodian that offers IRA custodial services for clients looking to self direct their Individual Retirement Account (IRA). Horizon Trust provides education on self directing and custodial services to investors interested in diversifying their tax-sheltered portfolios beyond the limited options of publicly-traded investment products.
Horizon Trust is a licensed and bonded trust company that provides clients with the opportunity to invest in a variety of investment vehicles, including non-publicly traded assets – expanding each client’s investment possibilities well beyond traditionally accepted investments in the stock market. We are committed to offering clients the flexibility to select investments that complement their investment portfolio, while providing timely funding of investments, and superior customer satisfaction.
Greg Herlean founded Horizon Trust Company in 2007. He has a passion for educating Americans on the power of Self Directed IRA’s. He has personally managed over $1 Billion in Real Estate transactions.
Steve Byrne has over 30 years of investment experience. He has extensive knowledge in both the real estate and hospitality fields. He has funded several billion dollars in real estate loans and investments.
Andrew Jolley is a well-rounded executive with experience in financial services, real estate, marketing, technology, and business development. He is also the founder of EquiSource Real Estate, an investment and real estate brokerage.