IRA and Custodial Services


Corporate Trust, Escrow and Loan Agency Services

Corporate Trust

Bond Trustee

Successor Trustee

Separate Trustee


Issuing/Paying Agent

Collateral Agent

Security Agent

Settlement Agent

Fiscal Agent

Disbursing Agent

Escrow Agent

Mergers & Acquisitions

Lease Finance

Project Finance

Capital Raise


LC Alternative

Like Kind Exchange



Segregated Funds

Loan Agency

Loan Agent

Collateral Agent

Administration Agent

Term Loans

Revolving Credit Lines

Mezzanine Loans

Capital Leasing

Bi-lateral Loans

Club Deals

Broadly Syndicated

IRA and Custodial Services

Alternative Asset Custody

Trade Settlement


Records Management

Safekeeping of Assets

Traditional, ROTH, SEP, and Roll-Overs

Coverdell Education Savings Account

Fiduciary Services For Investment Partnerships And Family Offices

Partnership Asset Custody

Partner Interest Custody

Monthly Valuation (NAV)

Income Allocations

Unit Purchase Processing

Unit Sale Processing

Accounting-GL Integration

Partnership Accounting

Collect/Distribute Income

Full Accrual System

Church, Non-Profit and Advisory Services

TMI Trust Company understands that an Individual Retirement Account (IRA) is an important tool in retirement planning. IRAs are designed to provide a mechanism for retirement savings on a tax-advantaged basis. Whether an individual or a Registered Investment Advisor, it is essential to have a strong and knowledgeable partner with the right resources and expertise to facilitate wise investment decisions. TMI offers a full array of planning and management services to its clients whether they are opening a new IRA or performing a roll-over from another IRA or retirement plan. The IRA consultants at TMI can help explore and evaluate the different types of IRAs available in order to make informed decisions about saving for retirement. TMI also acts as custodian to hold and safeguard assets in the account including alternative assets.

If you are looking for a specific form related to your IRA, ESA, or Custody Account, please click here to be taken to our forms library.

For additional information:

Krister Romeyn, VP


IRA Services