Test Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 | Email: help@IRASTC.com |Hours of operation: Monday-Friday, 8:00AM-5:00PM MST TEST
About Specialized Trust Company
Specialized Trust Company is a boutique financial services firm that specializes in allowing clients to self-direct their retirement, education, health savings and 401(k) accounts into alternative assets like real estate, notes, mortgages, trust deeds, precious metals, FOREX and virtually anything the government allows.
Who We Are
Keith Marsh, CEO, Co-Founder & General Manager
Knowledge. Experience. Innovation. Trust.
Keith Marsh is a respected leader and pioneer in the Self-Directed IRA industry, recognized nationwide for his expertise, innovation, and commitment to client success. For well over a decade, he has been at the forefront of helping individuals achieve their financial goals through self-directed retirement strategies.
Keith began his career with the industry’s largest Self-Directed IRA custodian, where he increased retail accounts by an impressive 122% and developed award-winning account recognition programs that significantly improved employee and client satisfaction. He also served on the compliance committee of the Retirement Industry Trust Association (RITA), where he contributed to advancing industry best practices.
In 2014, Keith founded Specialized IRA Services, and in 2017, co-founded Specialized Trust Company. In January 2025, he was appointed Chief Executive Officer, where he continues to lead the firm’s vision, growth, and client-first service model. He is credited with creating the first-ever fully functional Self-Directed Safe Harbor 401(k) plan and is co-author of The Field Guide to Financial Success, further cementing his reputation as a trusted educator and thought leader.
Outside of the financial services industry, Keith is the founder of Marsh Heavy Equipment Rental, Northern Ohio’s leader in customer service for heavy equipment rentals, and an active real estate investor. He sits on multiple boards of directors, has served in leadership positions as high as chairman, and is a member of the Farm Bureau (since 2021) and RITA (since 2015).
Keith’s dedication to service extends beyond business. Since 2012, he has served in the United States Coast Guard Auxiliary and actively supports community organizations including Habitat for Humanity, Big Brothers Big Sisters, the 8th Street Hunger Center, and the USO.
Edwin Kelly, Co-Founder & Platinum Education
Edwin Kelly is America’s leading expert on Self-Directed Retirement accounts and self-directed investment strategies. He has more than 24 years of experience in the Financial Services Industry. He worked for such notable companies like UBS and BISYS. Edwin is a Co-Founder and currently serves in Specialized Trust Company’s Platinum Education.
- During his career, Edwin has also helped set up a Self Directed IRA provider and grow it from 2 employees with approximately 300 accounts to 15 employees with approximately 3000 accounts.
- Edwin has helped one Self-Directed IRA Custodian to become the largest in the industry. In 7 years, he grew the company from 97 employees to 300 employees, increased the Assets Under Custody from $2 Billion to $12 billion, and participated in the successful acquisition of 3 competitors.
Edwin is an avid educator, adding value to clientele by developing significant knowledge assets at every company he has worked with. His passion for helping others learn about their Self-Directed IRA options has made Edwin a popular and engaging speaker who is frequently invited to speak at seminars and workshops, in webinars, and as a radio guest. Edwin has made several special appearances on the Money Show, and his work and ideas have been featured in major national magazines and newspapers throughout the United States.
Topics he is frequently asked to speak about include:
- What the average person can do to take charge of their finances so they can stop worrying about money and can look forward to a comfortable retirement
- Little-known investment strategies that have helped people retire sooner than they expected
- Completely legal secrets to growing wealth tax-free
Edwin Kelly is a member of RITA (The Retirement Trust Association), attended The Ohio State University and holds an MBA from Franklin University. He is the co-author of the bestselling book Leverage Your IRA. He is currently writing his next book, The Retirement Dilemma and 7 Specialized Strategies You Can Implement to Solve It.
What Separates Us From All Others?
Service
Education
Support
Community
Innovation
Protection
Specialized Trust Company
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
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Specialized Trust Company
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
Email: help@IRASTC.com
Monday-Friday,
8:00AM – 5:00PM MST
