Who We Are

M2 Trust Services LLC is a trust company regulated by the State of Colorado Division of Banking.  M2 Trust offers a variety of specialized custody services including:

  • Custody and administration of Alternative Investments held in self-directed IRAs
  • Custody services for Missing Participant Rollover IRAs
  • Cash management, escrow and safekeeping services for businesses and financial institution

M2 Trust was founded in response to investors’ and professional’s needs for efficient and accurate transaction processing, account activity transparency, reasonable fees and, most importantly, a service team that is genuinely interested in assisting you.

M2 Trust’s custody and administration services will set new industry standards for transparency, accuracy efficiency and client satisfaction.

 

Founders

Matt Mayers, Chairman, CEO & Director

Matt Mayers is an attorney, entreprenuer, innovator and self-directed IRA investor.

Matt has over 25 years of experience in corporate law, securities compliance and private fund formation working for firms such as Stroock & Stroock, Salomon Brothers and Citigroup.  He was a co-founder and principal of StoneCastle Partners, a multi-billion dollar money management firm with a broker/dealer subsidiary.

Paul Maxwell, President & Director

Paul co-founded M2 Trust Services LLC with the intention of creating a company truly focused on the client that will provide the level of service expected by modern day investors, professionals and financial institutions.

Paul has over 35 years of experience in banking, advisory services, operations and compliance.  Paul is well versed in various rules and regulations including the Internal Revenue Code, ERISA, DOL and FinCen.   Paul has actively lobbied in Washington, DC on behalf of the trust and retirement plan industry and has been actively involved in various industry associations including ASPPA, AITCO, RITA and NIPA.